https://tinyurl.com/mr2a9znb
Samsung set out on an ambitious plan to bolster its chip business by producing
semiconductors for other companies. However, one of its largest clients – Qu
alcomm – is now reportedly seeking the services of TSMC due to Samsung Foundr
y’s low yield.
A report by The Elec (via SamMobile) states that Qualcomm is even asking TSMC
to make a portion of its 4nm Snapdragon 8 Gen 1 chipset. This is despite Samsu
ng Foundry being listed as the sole manufacturer of the chip when it was first
announced. The decision barely comes as a surprise given that Samsung Foundry
’s yield for the Snapdragon 8 Gen 1 was only 35%.
高通决定把一部分包茎1订单分出来，即使一开始号称三星是独家供应商。
考虑到芯片良率不到35%，这个决定也没这么意外
What this also means is that Qualcomm will partner with TSMC for its upcoming
3nm SoCs. The report adds that the Exynos 2200 has an even lower yield than th
e Qualcomm chip. So Samsung clearly has a lot of thinking to do.
其实三星自家的Exynos 2200良率更低
According to a source quoted by The Elec, Qualcomm executives and technical pe
rsonnel were physically present at Samsung Foundry’s units to oversee the pro
duction of the Snapdragon 8 Gen 1. This explains why Qualcomm’s chip witnesse
d a better yield than Samsung’s own Exynos 2200. But Qualcomm’s decision to
move to TSMC indicates that the yield troubles couldn’t be fully resolved.
为了抢救良率，高通其实有派长官和技术人员现场到三星的fab去盯场，这也解释了为什
么高通的芯片良率比三星自家的高。决定换供应商应该是发现良率问题无法解决
Last year, tech giant NVIDIA shifted orders of its new 7nm GPU to TSMC due to
Samsung’s yield issues. Moreover, the global chip shortage has brought enormo
us pressure on suppliers to meet demand. The low yield further adds to the com
pany’s woes. As for corporations like Qualcomm or NVIDIA, supply is everythin
g. So they’re left with no option but to make alternate arrangements.
去年，辉达把7nm的订单全部都转向
https://tinyurl.com/3483umsv
Nvidia is set to spend at least $10B to secure its share of limited 5nm chip s
upply
为了巩固芯片供应，辉达准备预付100亿美元