三星晶圆代工业务正在积极追赶台积电，据消息透露，三星已经成功挖走台积电的客户，有望获得Meta下一代自研AI芯片的代工订单。这款AI芯片将采用2纳米制程生产，成为三星的第一个2nm客户。
目前，Meta的两款AI芯片是由台积电生产的。业界人士分析认为，三星晶圆代工业务面临的最大问题是良率。之前由于良率不佳，苹果、高通和谷歌已经转向台积电下单。因此，如果三星成功代工Meta的下代AI芯片，双方的合作是否顺利，关键仍然在于良率。
三星在晶圆代工领域的竞争日益激烈，尤其是在制程技术方面。2纳米制程技术的突破将有助于三星在晶圆代工市场的竞争力。而Meta的AI芯片代工订单将是对三星晶圆代工业务的一个重要考验。
如果三星能够解决良率问题并成功获得Meta的AI芯片代工订单，这将对三星晶圆代工业务的未来发展产生积极影响。同时，这也将加剧晶圆代工市场的竞争，对台积电构成一定的压力。
总的来说，三星有望获得Meta下一代自研AI芯片的代工订单，这将对其晶圆代工业务产生重要影响。然而，三星需要克服良率问题，以确保与Meta的合作顺利进行。
英语如下：
# Samsung May Poach TSMC’s Client to Secure Meta AI Chip Contract
Keywords: Samsung, TSMC, Meta AI.
Samsung’s foundry business is making a aggressive push to catch up with TSMC, with reports suggesting that Samsung has successfully poached a client from TSMC and is in a position to secure the contract for manufacturing Meta’s next-generation self-developed AI chips. These AI chips are expected to be produced using a 2nm process, making this Samsung’s first 2nm customer.
Currently, Meta’s two AI chips are produced by TSMC. Industry analysts believe that the biggest challenge for Samsung’s foundry business is yield rate. Previously, Apple, Qualcomm, and Google have switched to TSMC due to Samsung’s poor yield. Therefore, whether Samsung’s collaboration with Meta on the next-generation AI chips is successful will ultimately hinge on the yield rate.
Samsung is facing increasing competition in the foundry sector, particularly in terms of process technology. A breakthrough in 2nm process technology will bolster Samsung’s competitiveness in the foundry market. securing the AI chip contract from Meta will be a significant test for Samsung’s foundry business.
If Samsung can resolve the yield rate issue and successfully secure the contract to manufacture Meta’s AI chips, this will have a positive impact on the future development of its foundry business. At the same time, this will also intensify competition in the foundry market, posing certain pressures on TSMC.
In summary, Samsung is poised to secure the contract for manufacturing Meta’s next-generation self-developed AI chips, which will have a significant impact on its foundry business. However, Samsung must overcome the yield rate problem to ensure the smooth progress of its collaboration with Meta.
【来源】https://www.chinastarmarket.cn/detail/1614065
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