OK! IBM and STMicroelectronics, two companies, did not want to wait for TSMC's chips anymore, and directly handed over the foundry orders for microcontrollers (MCUs) to Samsung Electronics.
Specifically, Samsung will give IBM the most cutting-edge chips for the production of a new generation of servers using advanced manufacturing technology. St. Fiberroelectronics outsourced the orders of its largest customer, Apple, to Samsung, directly allowing the latter to produce MCUs for the next-generation iPhone 14 series, giving Samsung enough face.
Samsung is of course happy, the last time his family got MCU orders or 2017 Dutch NXP's "appreciation face", in these four years, Samsung can only look at TSMC, the global MCU market is the king, it is understood that 70% of the MCU outsourcing orders in this market have been eaten by TSMC.
Now Samsung has pried away the orders of TSMC's two major customers, and everyone is saying that Samsung is ready to compete with TSMC in the field of automotive MCU oem. Samsung aims to surpass TSMC by 2030, but now his family's market share in the global foundry market is only 17.1%, while TSMC is 53.1%, or there is still a certain gap.
However, after IBM and STMicroelectronics made a start, the American ultramicro semiconductor company was also eager to move, considering handing over the CPU foundry order in hand to Samsung.
In addition, Qualcomm and AMD are dissatisfied with TSMC's special treatment of Apple, and always offer Cook a lower price, so they also decided to hand over the chip outsourcing order to Samsung. It seems that as long as you do a good job, Samsung is not worried about no meat to eat.
Interestingly, Samsung wants to surpass TSMC, and Intel has announced the strategy of "catching up with Samsung TSMC" and launched a number of new technologies that can make Intel chips smaller, higher in performance and more obvious advantages in the next 10 years.
Text | Li Zejun title | Zeng Yi reviewed | Lee Ze-plutonium