Here's why Samsung Foundry could win back the Snapdragon SoC business it lost to TSMC

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While TSMC has a higher yield than Samsung Foundry on the 4nm node, Samsung's yield at 3nm tops TSMC's.

) reports that TSMC's 80% yield on 4nm chip production tops Samsung Foundry's 75%. The yield is the percentage of dies on a silicon wafer that meets quality control. While TSMC 's yield tops Samsung Foundry at 4nm, it's a different story at the current cutting-edge 3nm node where Samsung's yield is at 60% compared to 55% for TSMC.

90% of TSMC's 3nm production is believed to be dedicated to Apple for the latter's A17 Bionic SoC. The chipset will be employed by the iPhone 15 Pro and iPhone 15 Pro Max later this year and those phones will probably be the only major handsets released in 2023 to be powered by a 3nm applications processor.

If Samsung Foundry's 3nm yield continues to top TSMC's 3nm yield, the company could win back some of the business it lost when its 4nm yield was a disappointing 35% early in 2022 compared to TSMC's 70%.which had counted on Samsung to produce the Snapdragon 8 Gen 1. The San Diego-based fabless chip designer switched to TSMC for the Snapdragon 8+ Gen 1 and the Snapdragon 8 Gen 2. All three chips were produced on the 4nm process node.

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TSMC earnings to feature compelling blend of Apple and AITaiwan Semiconductor Manufacturing Co. may get some help from a stronger dollar, but analysts are focusing on the company's ties to Apple and Nvidia.
منبع: MarketWatch - 🏆 3. / 97 ادامه مطلب »

TSMC Q2 profit falls 23%, beats market expectationsTaiwanese chipmaker TSMC reported a 23.3% fall in second-quarter net profit on Thursday as global economic woes dented demand for chips used in applications as varied as cars, cellphones and servers and coming off a strong period last year.
منبع: Reuters - 🏆 2. / 97 ادامه مطلب »