Samsung s 3nm surpasses TSMC, how does localization break the deception and tie ?

Samsung showed a new process technology, claiming that 3nm is one year ahead of TSMC, and TSMC has always been in a leading position in the industry, Samsung's 3nm technology, is it really realized?

An expert in Taiwan believes that Samsung's process technology has existed before, or even better than Samsung's, but it is not used because of its high efficacy and low yield rate. Samsung's hype is a bit exaggerated.

In fact, Samsung has done this more than once, and once when it was in the 6s, it was advertised, and as a result, the experience of buying the Samsung version of the 6s was far inferior to the TSMC version. How should we avoid falling into the pit in the process of localization?

The first is to pay attention to industry dynamicsFor the top technology in the industry, not only pay attention to what they say, but also look at what they do, publicity is just a strategy, in fact, Wang Po sells melons, and no one will say that their own things are not good.

The second is inspection. Since Wang Po sells melons, she has to look at the melons, and see the appearance, whether it is a big and full, don't be crooked melons and cracked dates. After that, it will be randomly sampled, don't take it from Wang Po, the sample provided must be good, so don't look at it.

Go to the place where the princess neglects, find a melon, and open it to see if it is a good melon.

The third is batch inspection, if you can't inspect a batch without problems, you can release it directly, so you will be pitted very badly. Inspect one batch after another, so as to avoid entering the pit. Now, many people are willing to give their services to others, and the result?

Shoddy things abound.

The fourth is that there must be a contract to sign a contractand how to compensate if there is a problem. There is a relationship between large factories, and the cooperation is also commercialized, in case of problems, it is necessary to follow the agreement, rather than the two CEOs directly chatting privately.

The process of localization is also a process of cooperation and exchange, in this process will inevitably take some detours, how to take the detours not so far, we must have the spirit of responsibility, there is not afraid of hardship and tiredness, so as to achieve win-win cooperation.

Samsung's 3nm surpasses TSMC, and in order to reduce the impact of the memory boom reversal, the performance verification of Samsung's 3nm process technology has been perfected, which is the beginning of localization to break the "deception and match".

You can't just look at the publicity, you need to inspect, you can't check and inspect it individually, you need to inspect it in large quantities, and there is still a long way to go for localization.

Many companies have been developing GAA for a long time, because the test effect is not better than that of FinFET, and the yield rate is low. Therefore, the "deception and tie" were broken.

You can't just look at their publicity, you must always pay attention to the dynamics of the industry, and the people who inspect them should be randomly sampled, and they can't take the samples they provide.

I don't think so, because their companies are very professional in making these products, so they won't be surpassed.

I don't think it will be overtaken, TSMC still has a strong core technology, and its R&D capabilities in this area are also very strong.

I think this statement is correct, TSMC will indeed be overtaken by Samsung, because Samsung has a good recent momentum.

Despite this, TSMC is still the world's largest chip foundry. Its technology is advanced and the production line is complete. Still ranked first in the world, TSMC has decades of accumulated experience and heritage, which Samsung and others do not have.

At present, some companies have obtained supply licenses to Huawei, and TSMC is also actively applying. Once the application is approved, TSMC has Huawei's huge orders, plus the orders of those companies mentioned above, TSMC will soon recover.

Although TSMC has a firm grasp of the current state-of-the-art process, it is not without danger. Any enterprise should have a sense of crisis and always maintain technology research and development, so that it can survive and develop in a complex environment.

From the perspective of revenue, if Samsung catches up with TSMC in terms of process technology, it is expected to gradually close the revenue gap with TSMC, threatening TSMC's position as the boss; From the perspective of technology, TSMC is still leading in chip technology, and if Samsung cannot make a breakthrough in this regard, TSMC's leading position will be more solid.

It is impossible for Samsung chips to threaten TSMC's performance, because TSMC itself has a very large market, and consumers have formed usage habits.

It will not threaten TSMC, TSMC has a relatively large share in the world, and only these few companies can independently produce advanced chips.

will threaten TSMC. There will be many manufacturers who use Samsung's products, thereby seizing TSMC's market share, causing TSMC's market share to shrink.

To some extent, there must be, and Samsung's counterattack has to force Taiwan to become stronger in order to have a foothold.

TSMC Samsung competed for 5nm customers, TSMC temporarily took the lead, and Samsung did not expect this result.