Tau qhov twg los: Tencent Technology
Hauv xyoo dhau los lossis ob xyoos dhau los, Kaus Lim Qab Teb Kaus Lim Kauslim Samsung Electronics tau tshaj tawm txoj kev hloov pauv tswv yim.Hauv kev lag luam semiconductor, Samsung Electronics tau pib nquag nthuav nws cov lag luam sab nrauv thiab tab tom npaj los tawm tsam kev lag luam loj TSMC.
Raws li cov xov xwm tshiab tshaj plaws los ntawm cov xov xwm txawv teb chaws, Samsung Electronics tau ua kom muaj kev vam meej hauv thaj chaw ntawm semiconductor foundry tsis ntev los no, thiab tau txais OEM xaj rau 5G modem chips los ntawm Qualcomm.Samsung Electronics yuav siv cov txheej txheem tsim 5nm siab heev.
Raws li xov xwm tawm txawv teb chaws, Samsung Electronics yuav tsim tsawg kawg yog ib feem ntawm Qualcomm X60 modem nti, uas tuaj yeem txuas cov khoom siv xws li smartphones rau 5G wireless cov ntaub ntawv tes hauj lwm.Cov peev txheej tau hais tias X60 yuav raug tsim los siv Samsung Electronics '5 nanometer txheej txheem, uas ua rau cov nti me me thiab muaj zog ntau dua li cov tiam dhau los.
Ib qhov chaw hais tias TSMC tseem xav tias yuav ua 5 nanometer modem rau Qualcomm.Txawm li cas los xij, nws tsis paub meej tias feem pua ntawm OEM xaj Samsung Electronics thiab TSMC tau txais.
Rau daim ntawv tshaj tawm no, Samsung Electronics thiab Qualcomm tsis kam tawm tswv yim, thiab TSMC tsis teb tam sim ntawd rau kev thov tawm tswv yim.
Samsung Electronics paub zoo tshaj plaws ntawm cov neeg siv khoom rau nws cov xov tooj ntawm tes thiab lwm yam khoom siv hluav taws xob.Samsung Electronics muaj lub lag luam loj loj, tab sis Samsung Electronics tau tsim cov chips rau kev muag khoom sab nraud lossis siv, xws li nco, flash nco thiab cov ntawv thov xov tooj ntse.
Nyob rau hauv xyoo tas los no, Samsung Electronics tau pib nthuav nws cov khoom lag luam sab nraud thiab tau tsim cov chips rau cov tuam txhab xws li IBM, Nvidia thiab Apple.
Tab sis keeb kwm, feem ntau ntawm Samsung Electronics 'semiconductor cov nyiaj tau los los ntawm kev lag luam nco nti.Raws li kev xa khoom thiab kev thov hloov pauv, tus nqi ntawm cov chips nco feem ntau hloov pauv loj, cuam tshuam rau Samsung kev ua haujlwm ua haujlwm.Txhawm rau txo qis kev vam khom rau kev lag luam tsis hloov pauv no, Samsung Electronics tshaj tawm txoj kev npaj xyoo tas los uas npaj yuav nqis peev $ 116 nphom los ntawm 2030 los tsim cov chips tsis khaws cia xws li processor chips, tab sis nyob rau hauv cov cheeb tsam no, Samsung Electronics Hauv qhov xwm txheej tsis zoo ... .
Kev ua lag luam nrog Qualcomm qhia tau tias muaj kev vam meej los ntawm Samsung Electronics hauv kev tau txais cov neeg siv khoom.Txawm hais tias Samsung Electronics tsuas yog yeej qee qhov kev txiav txim los ntawm Qualcomm, Qualcomm kuj yog ib qho ntawm Samsung cov neeg siv khoom tseem ceeb tshaj plaws rau 5nm tsim tshuab.Samsung Electronics npaj yuav hloov kho cov thev naus laus zis xyoo no kom rov tau txais kev lag luam hauv kev sib tw nrog TSMC, uas tseem tau pib tsim 5nm chips hauv xyoo no.
Qualcomm daim ntawv cog lus yuav txhawb nqa Samsung lub semiconductor foundry lag luam, raws li X60 modem yuav siv nyob rau hauv ntau lub xov tooj ntawm tes thiab kev ua lag luam yog xav tau ntau.
Nyob rau hauv lub ntiaj teb no semiconductor foundry lag luam, TSMC yog unquestioned hegemonist.Lub tuam txhab pioneered lub lag luam qauv ntawm chip foundry nyob rau hauv lub ntiaj teb no thiab txeeb lub sij hawm.Raws li tsab ntawv tshaj tawm kev lag luam los ntawm Trend Micro Consulting, nyob rau hauv lub quarter thib plaub ntawm 2019, Samsung Electronics 'semoneconductor foundry kev lag luam sib koom yog 17.8%, thaum TSMC's 52.7% yog kwv yees li peb zaug ntawm Samsung Electronics.
Hauv kev ua lag luam semiconductor nti, Samsung Electronics ib zaug dhau Intel hauv tag nrho cov nyiaj tau los thiab ua tus thawj hauv kev lag luam, tab sis Intel tau tuav qhov chaw siab tshaj xyoo tas los.
Qualcomm tau hais nyob rau hauv ib tsab ntawv sib cais hnub Tuesday tias nws yuav pib xa cov qauv ntawm X60 modem chips rau cov neeg siv khoom hauv thawj peb lub hlis twg ntawm lub xyoo no.Qualcomm tsis tau tshaj tawm tias lub tuam txhab twg yuav tsim cov nti, thiab cov xov xwm txawv teb chaws tsis tuaj yeem paub ib ntus seb thawj cov chips yuav raug tsim los ntawm Samsung Electronics lossis TSMC.
TSMC tab tom txhim kho nws cov txheej txheem 7-nanometer muaj peev xwm ntawm qhov loj thiab yav dhau los yeej Apple lub chip foundry xaj.
Lub hli tas los, TSMC cov thawj coj tau hais tias lawv xav tias yuav nce kev tsim khoom ntawm 5 nanometer txheej txheem hauv thawj ib nrab ntawm lub xyoo no thiab xav tias qhov no yuav suav txog 10% ntawm lub tuam txhab cov nyiaj tau los xyoo 2020.
Thaum lub rooj sib tham cov neeg ua lag luam hu rau lub Ib Hlis, thaum nug seb Samsung Electronics yuav sib tw nrog TSMC li cas, Shawn Han, tus lwm thawj coj ntawm Samsung Electronics 'semiconductor foundry lag luam, tau hais tias lub tuam txhab npaj kom muaj kev sib txawv los ntawm "kev sib txawv ntawm cov neeg siv khoom" xyoo no.Nthuav dav ntau lawm ntawm 5nm manufacturing txheej txheem.
Qualcomm yog lub ntiaj teb cov khoom lag luam loj tshaj plaws ntawm cov chips smartphone thiab lub tuam txhab kev tso cai loj tshaj plaws hauv kev sib txuas lus patent.Qualcomm tsim cov chips no, tab sis lub tuam txhab tsis muaj semiconductor ntau lawm kab.Lawv outsource manufacturing lag luam mus rau semiconductor foundry tuam txhab uas muag.Yav dhau los, Qualcomm tau siv cov kev pabcuam tsim khoom ntawm Samsung Electronics, TSMC, SMIC thiab lwm lub tuam txhab.Cov lus hais, cov txheej txheem thev naus laus zis, thiab cov chips xav tau los xaiv cov chaw tsim khoom.
Nws yog qhov paub zoo tias cov kab ntau lawm semiconductor xav tau kev nqis peev ntau ntawm kaum tawm lab nyiaj daus las, thiab nws nyuaj rau cov tuam txhab dav dav kom koom nrog hauv daim teb no.Txawm li cas los xij, kev vam khom rau cov qauv semiconductor foundry, qee lub tuam txhab thev naus laus zis tshiab tuaj yeem nkag mus rau hauv kev lag luam nti, lawv tsuas yog xav tau tsim cov nti, thiab tom qab ntawd ua haujlwm rau cov chaw tsim khoom, lub luag haujlwm ntawm kev muag lawv tus kheej.Tam sim no, tus naj npawb ntawm semiconductor foundry tuam txhab nyob rau hauv lub ntiaj teb no tsawg heev, tab sis tau muaj ib tug chip tsim kev lag luam uas suav nrog suav tsis txheeb cov tuam txhab, uas kuj tau txhawb ntau yam chips rau hauv ntau cov khoom siv hluav taws xob.
Post lub sij hawm: Feb-21-2020