Although Samsung is the world's largest manufacturer of memory chips, it is second only to Taiwan's TSMC by a long margin in terms of contract manufacturing. And the situation doesn't seem to be getting any better, at least judging by the yield of 4nm chips at its Samsung Foundry factories.
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During its annual shareholder meeting earlier this week, Samsung said that more advanced semiconductor process nodes, such as 4- and 5-nanometer, are very complex and that it will take some time to improve their yield. In this context, let's recall that recently there were reports that the yield of the Snapdragon 8 Gen 1 chip produced by Samsung Foundry's 4nm process is very low. Specifically, it is said to be only 35%. Because of this, reportedly (not only) Qualcomm has decided to have its next high-end chips manufactured by TSMC. If these are informace right, it could be quite a problem for the Korean giant. His plans count on the fact that he will at least catch up to TSMC in the coming years.
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Samsung's reputation in this area could be improved by its 3nm process, which, according to unofficial reports, the company plans to launch at the end of this year or next year. It will use the brand new GAA (Gate-All-Around) technology, which, according to some industry experts, could dramatically increase yield. TSMC does not intend to use this technology yet.
