反超台积电？三星将为英伟达、高通等客户量产3纳米芯片

朱雪莹2022-11-24

三星在3纳米技术上并非“一帆风顺”。自量产以来，良率不超过20%导致进度陷入瓶颈。一旦三星深陷良率问题，劲敌台积电有望在3纳米上形成垄断地位。在最为先进的3纳米制程工艺上，三星和台积电从来都是你追我赶，互不相让，力求超越对方率先生产出晶体管密度更高、数据速度更快、功耗更低的芯片。前有三星最先宣布实现3纳米芯片量产，后有媒体报道称苹果明年将在iPhone和Mac上使用台积电的下一代3纳米芯片。如今，...

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Samsung will mass-produce 3 nm chips for customers such as NVIDIA and Qualcomm","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0c96a8bfd6f3e0ecde02048a304da9c0","symbols_score_info":{"TSM":1,"QCOM":1,"NVDA":1,"03145":0.6},"content_text":"三星在3纳米技术上并非“一帆风顺”。自量产以来，良率不超过20%导致进度陷入瓶颈。一旦三星深陷良率问题，劲敌台积电有望在3纳米上形成垄断地位。在最为先进的3纳米制程工艺上，三星和台积电从来都是你追我赶，互不相让，力求超越对方率先生产出晶体管密度更高、数据速度更快、功耗更低的芯片。前有三星最先宣布实现3纳米芯片量产，后有媒体报道称苹果明年将在iPhone和Mac上使用台积电的下一代3纳米芯片。如今，三星又往前跨越了一步，宣布将为英伟达、高通、IBM和百度等客户量产3纳米芯片。本周二媒体援引知情人士透露，三星正在与5-6家无晶圆厂供应商客户联合开发先进芯片，最早将从2024年开始大量供应。该知情人士表示，这些客户主要考虑到三星先进的3纳米制程工艺，以及需确保多家供应商，因此选择了三星。据悉三星将利用3纳米技术为英伟达生产图形处理器（GPU），为IBM生产中央处理器（CPU），为高通生产智能手机应用处理器，为百度生产云数据中心使用的人工智能芯片。有市场观察人士认为，三星希望利用其3纳米技术，在代工芯片业务上超于劲敌台积电。目前在代工业务方面，三星的市场占比远远落后于台积电，后者占据着全球市场50%以上的份额。三星表示，与早期的5纳米技术相比，3纳米技术的功率效率和芯片性能分别提高了45%和23%。三星电子还宣称，计划到2025年实现更先进的2纳米制程工艺商用化，到2030年成为代工市场的领头羊。然而三星在最新技术上也并非“一帆风顺”。三星3纳米制程自量产以来，良率不超过20%，量产进度陷入瓶颈。一旦三星继续深陷良率问题，那么劲敌台积电或将在3纳米上形成垄断地位，后者同样在本季度实现3纳米芯片量产。而且即便已经保持相当明显的领先优势，台积电丝毫没有放慢脚步。台积电总裁魏哲家已经在今年8月承诺，2纳米可以保证在2025年量产。但值得一提的是，近期三星与美国公司Silicon Frontline Technology扩大合作，致力于提高其半导体芯片生产良率，所以台积电也需直面同行强大的竞争压力。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2285458738"}