【三星瞄准台积电客户，有望夺得Meta AI芯片代工大单】据科创板日报报道，全球半导体市场竞争日益激烈，三星电子正在积极拓展其晶圆代工业务，有内部消息透露，三星正在努力争取台积电的重要客户——Meta的下一代人工智能（AI）芯片代工订单。据悉，这款AI芯片将采用三星先进的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芯片由业界领先的台积电负责生产。然而，三星的晶圆代工事业面临的主要挑战在于良率问题。过去，由于良率不达标，苹果、高通和谷歌等大客户已相继转投台积电怀抱。因此，如果三星能够成功获得Meta的订单，其与Meta的合作是否能够顺畅进行，良率问题将成为决定性的因素。
业界人士分析，三星需要显著提升其制程技术的良率，以确保满足Meta对高性能、低功耗芯片的需求。此次潜在的合作不仅对三星的晶圆代工事业是一次重大考验，也将对全球半导体行业的格局产生深远影响。双方的合作进展备受业界关注，期待三星能否借此机会缩小与台积电的差距，进一步提升其在全球半导体市场的地位。
英语如下：
News Title: “Samsung Targets TSMC Customers, Poised to Snatch Meta’s 2nm AI Chip Foundry Deal”
Keywords: Samsung, TSMC, Meta AI
News Content: **Samsung Sets Sights on TSMC Clients, Eyeing Meta’s AI Chip Foundry Contract**
According to The科创板Daily, the global semiconductor market competition is intensifying, with Samsung Electronics actively expanding its foundry business. Internal sources reveal that Samsung is making efforts to secure a significant contract for the production of Meta’s next-generation artificial intelligence (AI) chips. These chips are reported to be manufactured using Samsung’s cutting-edge 2-nanometer process technology, potentially making Meta the first customer for Samsung’s 2nm工艺.
Currently, Meta’s two AI chips are produced by industry leader TSMC. However, the main challenge for Samsung’s foundry business lies in yield rates. In the past, due to subpar yield rates, major clients like Apple, Qualcomm, and Google have shifted their business to TSMC. Hence, if Samsung succeeds in obtaining Meta’s order, the smoothness of their collaboration will heavily depend on the yield rate issue.
Industry analysts suggest that Samsung needs to significantly improve the yield rates of its manufacturing processes to cater to Meta’s demand for high-performance, low-power chips. This potential partnership presents a significant test for Samsung’s foundry operations and is expected to have far-reaching implications on the global semiconductor landscape. The progress of their cooperation is closely watched by the industry, with anticipation for whether Samsung can leverage this opportunity to narrow the gap with TSMC and further solidify its position in the global semiconductor market.
【来源】https://www.chinastarmarket.cn/detail/1614065
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