After commercializing 5nm chips, it comes as no surprise that Samsung has already tied up the money on the next big thing – 3nm smartphone chips. And it’s hard to blame her for that, given that she doesn’t exactly lead this race. This honor goes to Taiwan’s TSMC, who is arguably the most famous player across the entire Asian continent. Well, at least amongst publicly traded companies.
But Samsung has never been good at losing and understandably doesn’t want to start training now. Instead, it is doubling down on its plumbing business. Insist on reclaiming the market share that TSMC lost not long ago. This sums up the official story. Unofficially, it’s too early to tell if TSMC has gone too far. And what exactly will it take Samsung to outgrow in mass production of 3nm smartphone chips.
Assessing the current situation is a difficult task for several reasons. Starting with the fact that comparing top 1% of top 1% chip engineering talent really can’t. There’s also the fact that Samsung’s increased aggressiveness in this segment is at least in part a result of driving pressure. Since its newly crowned chairman has been very keen to regain its position as the largest chipmaker in the world.
Looming over the horizon are many concerns about Samsung’s pursuit of the 3nm smartphone chips
Rumors have circulated about these tensions recently, with the latest such report emerging Just hours before. Yes, of course, he wants me to get Samsung back on top of one of its most profitable economic activities ever. It took generations of interdisciplinary international cooperation between some of the greatest minds of the modern era to reach this point.
“This point” is a bunch of transistors on a thumbnail sized thing countless times more powerful than the Apollo 11 Guidance Computer. What Lee wants is not a mystery, nor is it closely related to Samsung’s ability to actually compete with TSMC in the long term.
Because there is a lot of suspicion on this section, and he is right. There is only so much infinite money that can be made when piling up against another such pile. Especially if this other person has been building up for longer. The higher the stakes, the greater the significance of the slightest difference in momentum. And there are more than just minor differences between Samsung and TSMC at the moment.
Therefore, for the time being, there is no debate whether Samsung will lose this silicone technology race. The only real unknown is how hard it is to get hit right now. The company is now investing another modest amount – $ 116 billion – in its foundry business and 3nm technology drive. Hoping to have a business solution that it can offer to the likes of Apple, NVIDIA and AMD by 2023. All in the hope that nerves will outpace their competitors so TSMC crashes from its winning position, of course.