Last week we knew how TSMC had a low success rate in its 3-nanometer process of 55%, something that Apple does not agree to pay full price per wafer. But TSMC if you have a better rate for your 4 nanometer process, with about 80%. However, it seems that it is coming out competition at the 3 nanometer nodegiven that samsung Has got beat this success ratestanding around the 60%.
TSMC can count on a new competitor in this advanced 3 nanometer nodea general drop in demand for the wafers has allowed Samsung Foundry add more test wafers for this process, getting outperform competitor TSMC in success rate. But also is getting closer in the process of 4 nanometersin which Samsung Foundry would have gotten a 75% success ratebeing very close to the 80% that TSMC has.
Thus, Samsung can win the customers it had lost thanks to this success rate of its 3 nanometer node and the increase in that of 4 nanometers. People say that NVIDIA may entrust some of its GPUs to Samsung instead of doing it with TSMC that, despite everything, has a multitude of orders, something that also leads to semiconductor manufacturers without a factory to look for alternatives like Samsung.
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Juan Antonio Soto
I am a Computer Engineer and my specialty is automation and robotics. My passion for hardware began at the age of 14 when I gutted my first computer: a 386 DX 40 with 4MB of RAM and a 210MB hard drive. I continue to give free rein to my passion in the technical articles that I write at Geeknetic. I spend most of my free time playing video games, contemporary and retro, on the 20+ consoles I own, in addition to the PC.