Shulou(Shulou.com)11/24 Report--

December 1 news, according to foreign media reports, in recent years, in wafer foundry, Samsung Electronics can basically keep up with the pace of SMC in the process process, and take the lead in mass production in the 3nm process. TSMC is also Samsung's main competitor in the field of wafer foundry.

The latest foreign media reports show that Samsung Electronics and TSMC, two major foundry manufacturers, are competing fiercely for wafer foundry customers.

From foreign media reports, Qualcomm, Nvidia, Tesla and other major foundry customers are adjusting their strategies to reduce their dependence on single wafer foundry.

Qualcomm is mentioned by foreign media in terms of reducing dependence on a single manufacturer. It was reported this week that Qualcomm's new Snapdragon 8 Gen 2 mobile platform will be manufactured by Samsung Electronics and TSMC using 4nm process, the standard version by TSMC, and the customized version with improved performance by Samsung Electronics.

Qualcomm previously launched Snapdragon's flagship mobile platform, which is usually manufactured by Samsung Electronics, while Snapdragon 8 Gen 1 is manufactured by Samsung Electronics, but Qualcomm partnered with TSMC on the Snapdragon 8 + Gen 1 mobile platform launched in May.

Industry insiders believe that Qualcomm's handing over some orders for the Snapdragon 8 Gen 2 mobile platform to Samsung Electronics means that Samsung Electronics' cutting-edge craftsmanship has won Qualcomm's trust to some extent.

Although it won some orders for the Qualcomm Snapdragon 8 Gen 2 mobile platform, foreign media said that some customers of Samsung Electronics also turned to TSMC because of concerns about the quality of 4nm and 5nm processes. Nvidia, a big customer of Samsung Electronics, chose to cooperate with TSMC in the RTX40 series launched in September, and recently it has been reported that Tesla has handed over the semiconductor components needed for the next generation of fully autonomous driving to TSMC.

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