According to UDN, Samsung hopes to use the opportunity of 3nm GAA chip shipments to increase 4nm production capacity and restore lost customers. The amount of this investment is 5 trillion won (about 3.766 billion US dollars / 25.858 billion yuan), trying to grab orders from Qualcomm and other manufacturers from TSMC.
Samsung aims to increase its wafer production to 20,000 wafers per month by the fourth quarter of this year, which has already caused considerable losses due to yield issues, such as Qualcomm’s Snapdragon 8 Plus Gen1 and the upcoming Snapdragon 8 Gen2. They all insist on using TSMC’s process. It is rumored that Samsung intends to offer more favorable prices to snatch future orders and increase market share, but given the past experience of Gaotong and the positive results after switching to TSMC, such an approach may not be effective.
Google seems to be still sticking to Samsung’s side, and the next-generation Tensor SoC will use Samsung’s 4nm process. However, Google’s order scale is significantly smaller than that of Qualcomm, so it can’t bring much advantage to Samsung. Some research institutes said that Samsung’s advanced process production capacity is seriously behind TSMC, only one-fifth of the other party’s. Although Samsung has announced large-scale investment plans to catch up with TSMC in terms of technology and production capacity, it will still be out of reach for at least the next few years.