【三星瞄准台积电客户，或成Meta下世代AI芯片代工厂】
据科创板日报最新消息，全球科技巨头三星正在积极拓展其晶圆代工业务，有望从竞争对手台积电手中夺取重要客户。据悉，三星已经成功吸引到Meta（原Facebook）的关注，可能获得Meta下一代人工智能（AI）芯片的代工订单。这一订单将采用三星先进的2纳米制程技术进行生产，这也将使Meta成为三星2纳米工艺的首位客户。
目前，Meta的两款AI芯片由台积电负责生产。然而，随着三星的积极布局，业界人士透露，三星正试图改变其在晶圆代工市场的地位。尽管如此，三星面临的最大挑战依然在于良率问题。过去，由于良率不佳，苹果、高通和谷歌等重要客户已相继转投台积电的怀抱。因此，三星能否顺利接手Meta的订单，并保持稳定的合作关系，良率将是决定性的因素。
如果三星能够克服良率难题，与Meta的这次合作无疑将为其晶圆代工业务注入新的活力，进一步缩小与台积电的差距。同时，这也可能引发全球半导体代工市场的重新洗牌，加剧行业内的竞争态势。双方的动态将对全球AI芯片生产和科技发展产生深远影响。
英语如下：
**News Title:** “Samsung Targets TSMC Customers, Eyeing Meta’s AI Chip 2nm Manufacturing Deal”
**Keywords:** Samsung, TSMC, Meta AI
**News Content:**
**Samsung Sets Sights on TSMC Clients, Poised to Become Meta’s Next-Gen AI Chip Foundry**
According to the latest report from the Science and Technology Innovation Board Daily, global tech giant Samsung is vigorously expanding its foundry business, potentially snatching key clients from its rival, TSMC. Sources indicate that Samsung has successfully caught the attention of Meta (formerly Facebook) and may secure the contract to manufacture Meta’s next-generation artificial intelligence (AI) chips. These chips will be produced using Samsung’s advanced 2nm fabrication process, making Meta the first customer for Samsung’s 2nm technology.
Currently, Meta’s two AI chips are produced by TSMC. However, industry insiders reveal that Samsung is striving to reshape its position in the foundry market. Despite this, Samsung’s major challenge remains yield rates. In the past, due to suboptimal yields, key clients such as Apple, Qualcomm, and Google have shifted their business to TSMC. Hence, the success of Samsung in securing Meta’s order and maintaining a stable partnership will crucially depend on its ability to improve yield rates.
Should Samsung overcome the yield issue, this collaboration with Meta would undoubtedly inject new vitality into its foundry operations, narrowing the gap with TSMC. This development could also spark a realignment in the global semiconductor foundry landscape, intensifying competition within the industry. The dynamics between the two companies will have far-reaching implications for global AI chip production and technological advancement.
【来源】https://www.chinastarmarket.cn/detail/1614065
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