三星晶圆代工业务陷入困境，良率不稳定、客户流失

C114通信网2024-10-09

三星电子的代工业务正面临着连续亏损和战略不确定性的挑战。今年7月，三星集团旗下的三星证券发布了一份题为《地缘政治范式转变与产业》的报告，建议分拆代工业务并在美国上市。这一提议是在三星代工业务遭遇一系列挫折之际提出的。今年下半年，三星开始量产其Gate-All-Around（GAA）3nm第二代工艺。然而，由于良率不稳定，该工艺未能俘获客户的心。这一技术问题给该公司与行业领导者台积电竞争的努力蒙上了...

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S25系列能否采用该芯片成为未知数。2nm工艺也面临延期，使三星的技术计划更加复杂。英伟达和苹果等全球大型科技公司已宣布与台积电进行代工合作，这使得三星在争取类似的高知名度客户方面举步维艰。最近，公司内部有传言称，要将一些在代工厂工作的人员重新分配到存储业务部门。外界建议三星电子分拆代工业务。三星证券一直在强调战略变革的必要性。三星证券代表表示：“由于代工业务需要与客户保持更密切的联系，积极的本地化（如在美国建立更多工厂）是必要的。”他们进一步建议三星电子“分拆代工业务并在美国上市如何？”专家们对可能的分拆意见不一。一位专家指出：“分拆代工业务是公司的战略选择，很难预测任何可能性或影响。”不过，三星电子董事长李在镕10月7日表示，该公司无意剥离其合同芯片制造业务（即代工）以及逻辑芯片设计业务。（校对/张杰）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; 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