Liu Deyin responded to Samsung poaching TSMC's 2nm order: Customers look for technical quality

TSMC and Samsung plan to start mass production of 2nm process chips in 2025, and the competition between the two companies has begun. It was reported yesterday that Qualcomm plans to transfer part of its orders for next-generation high-end mobile phone chips to Samsung's 2nm process.

According to Taiwan's "Central News Agency" report, TSMC's Chairman Liu Deyin today asked Samsung for discounts The company responded to rumors of grabbing TSMC’s 2-nanometer orders, saying that customers focus on technical quality

## Source: Samsung Electronics

According to the British "Financial Times" report, TSMC has demonstrated the 2nm process prototype test results to major customers such as Apple and Nvidia. At the same time, Samsung also launched a 2-nanometer prototype and provided a cheaper price in order to attract well-known customers such as Nvidia.

According to this site, Qualcomm’s next-generation flagship chip will use Samsung’s “SF2” (2 nano) technology. Samsung last year became the first company in the world to mass-produce 3-nanometer (SF3) chips and is a leader in adopting the new gate-all-around (GAA) transistor architecture.

Samsung said, "We have fully deployed, SF2 can be mass-produced in 2025. Since we are the first company to enter and transform the GAA architecture, we hope that the progress from SF3 to SF2 will be smoother."

According to industry insiders, Samsung’s most basic The yield rate of 3nm chips is only 60%, which is far lower than customers’ expectations. In addition, Samsung cannot cope well with Apple A17 Pro and Nvidia GPU chips. As complexity increases, chip yields will further decline

Global giants such as Qualcomm and Nvidia have adopted diversified foundry strategies, but they currently still rely heavily on TSMC. Recently, Nvidia’s Chief Financial Officer Colette Kress revealed at the UBS Global Technology Conference that Nvidia may consider letting Intel produce its next-generation chips, which may end its exclusive agreement with TSMC on AI chips. Partnership

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