Samsung Electronics, iyo yaimbova yakasarira shure kweTSMC yeTaiwan muindasitiri yekugadzira michina ye semiconductor, ikozvino iri kutarisa pakuvandudza kukwikwidzana kwayo kwetekinoroji uye kukurumidzisa kuedza kwayo kugadzirisa zvinhu. Kare, nekuda kwemitengo yakaderera yegoho, Samsung yakasangana nematambudziko pakutanga kwekushandiswa kwayo kwe3nm, asi munguva pfupi yapfuura yakagadzirisa tekinoroji yayo ye3nm uye iri kushanda kuderedza musiyano neTSMC mumaitiro e2nm. Vari mukati meindasitiri vanofanotaura kuti sezvo fekitori yayo yekugadzira wafer muTaylor, Texas, ichiwedzera zvishoma nezvishoma kugona, bhizinesi reSamsung rekugadzira michina rinotarisirwa kuita purofiti kutanga muna 2027, zvichiratidza kutanga kweSamsung kwekutsvaga TSMC zvizere.
Kuwedzera Kugona kwe2nm
Kambani yekutsvagisa musika inonzi Counterpoint Research yakafanotaura musi wa20 kuti kugona kweSamsung kugadzira 2nm kuchawedzera ne163%, kubva pa8,000 wafers pamwedzi muna 2024 kusvika pa21,000 wafers pamwedzi panosvika kupera kwegore rinouya. Kuwedzera uku kugona kunobva pakubudirira kwakagadzikana kweSamsung kugadzira 2nm. Counterpoint Research yakati: "Sezvo Samsung ichiwana vatengi vakawanda munzvimbo dzakadai senharembozha, supercomputing, uye artificial intelligence, kufambira mberi kwayo mukugadzira 2nm kunogona kuva chinhu chakakosha. Kana goho rikaramba richivandudzika uye kugadzirwa kwakawanda mufekitori yeTaylor kuchifambira mberi zvakanaka, Samsung inotarisirwa kuderedza zvakanyanya musiyano wemakwikwi neTSMC mumunda wekugadzira zvinhu zvemazuva ano kekutanga muzvizvarwa nezvizvarwa."
Parizvino, goho reSamsung re2nm process rinofungidzirwa kuti ravandudzika kusvika pa55% kusvika pa60%. Kufambira mberi uku kwakabudirira kukwezva vatengi vakawanda kuti vatore maitiro ayo epamusoro. Muna Chikunguru wegore rino, Samsung yakasaina chibvumirano chemadhora mabhiriyoni gumi nematanhatu nehafu (anenge matriliyoni makumi maviri nemana nemakumi maviri nemasere) neTesla chekugadzira chip yayo yechizvarwa chinotevera cheAI6. Pamusoro pezvo, Samsung yakawanawo maodha eExynos 2600 smartphone application processor (AP) kubva kuSamsung System LSI, ma sensor emifananidzo kubva kuApple, uye maASIC ekuchera mari yedhijitari kubva kumakambani ekuChina WIFI neCanaan Technology. MaAP eQualcomm anotarisirwawo kugamuchira maodha munguva pfupi iri kutevera.
Maitiro emitengo anochinjika anokwezva vatengi
Sekureva kwedata reTrendForce, TSMC ndiyo yakatonga musika wekugadzira mawafer muchikamu chechipiri chegore ne70.2% yemusika, ukuwo Samsung Electronics yaive ne7.3% yemusika. Mukana uyu wakadzikira kusvika pamapoinzi makumi matatu muzana muna 2019, asi kubva ipapo wakawedzera zvakare.
Zvisinei, indasitiri yetekinoroji inowanzo tenda kuti Samsung inokwanisa kukwikwidzana neTSMC mumunda we2nm process. Samsung yakaunza tekinoroji yeGate-All-Around (GAA) mu process yayo ye3nm, iyo inoderedza kubuda kwemagetsi uye inovandudza zvakanyanya mashandiro uye kushanda nesimba zvichienzaniswa nemagadzirirwo ekare eFinFET. Samsung yakashandisa tekinoroji yeGAA kubva mu process yayo ye3nm zvichienda mberi, nepo TSMC isina kutanga kuishandisa kusvika yatanga mu process yayo ye2nm. Mumwe munhu anoona nezveindasitiri akataura kuti, "Samsung yakakunda matambudziko e 3nm process uye yakaunganidza ruzivo rwakakura neGAA, ichiiisa munzvimbo yakasiyana zvachose kana tichienzanisa neTSMC, iyo ichangotanga kushandisa tekinoroji iyi itsva."
Parizvino, TSMC iri kutarisana nekuwedzera kwemitengo kubva kuvatengi vakuru vakaita seNvidia neApple. Mishumo inoratidza kuti TSMC yakawedzera mutengo we2nm wafers yayo ne50% zvichienzaniswa nezvizvarwa zvakapfuura. Mamiriro ezvinhu aya anogona kubatsira Samsung, iyo iri kushandisa nzira dzemitengo dzinochinjika kuti ikwezve vatengi. Nekutarisa pakuwana vatengi vakasiyana-siyana uye huwandu hwekugadzira, bhizimisi reSamsung rekugadzira zvinhu rakaratidza zviratidzo zvekupora. Munguva pfupi yapfuura, Samsung yakahwina zvibvumirano zvekugadzira kubva kumakambani makuru eUS AI semiconductor Chabarite (4nm) naAnaphae (28nm), pamwe nekambani yekutanga yeSouth Korea DeepX (2nm). Mumwe anoona nezvemabhizimisi e semiconductor akati, "Kutarisa kweTSMC pamakambani makuru e tekinoroji akaita seNvidia neApple kunoita kuti zviomere kugamuchira maodha matsva uku vachikwidza mitengo yewafers. Izvi zvinogadzira musika we niche uyo Samsung inogona kushandisa."
Kuzadzisa Zvinangwa zvePurofiti
Indasitiri yetekinoroji inotarisira kuti bhizimisi reSamsung rekugadzira michina, iro rave richirasikirwa nemazana emabhiriyoni emari yakahwinwa kota yega yega kwemakore, richadzokera kupurofiti kutanga muna 2027. Izvi zvinokonzerwa nekuwedzera kwesimba rinotarisirwa pafekitori yayo yeAustin uye kugadzirwa kwakawanda kweTesla's AI6 chip kufekitori yeTaylor, kutanga muna 2027.
Muchikamu chechitatu chemari inowanikwa, Samsung yakati, "Takawana maodha akanyanya kutarisana nemaitiro epamusoro-soro, kusanganisira zvibvumirano zvevatengi zvakawanda zvemaitiro edu e2nm. Sezvo zvigadzirwa zvitsva zvinoshandisa maitiro edu e2nm zvichipinda mukugadzirwa kwakawanda, tinotarisira kuti mashandiro azvo achawedzera kuburikidza nekuwedzera kubudirira uye matanho asingadhuri."
Nguva yekutumira: Mbudzi-10-2025