ʻO Samsung Electronics, ka mea i emi ma hope o ka TSMC o Taiwan ma ka ʻoihana hao semiconductor, ke nānā nei i kēia manawa i ka hoʻomaikaʻi ʻana i kāna hoʻokūkū ʻenehana a me ka wikiwiki ʻana i kāna mau hana hopu. Ma mua, ma muli o nā helu hua haʻahaʻa, ua kū ʻo Samsung i nā pilikia i ka hoʻomaka mua ʻana o kāna kaʻina hana 3nm holomua, akā ua hoʻopaʻa hou i kāna ʻenehana 3nm a ke hana nei e hoʻemi i ka hakahaka me TSMC ma nā kaʻina hana 2nm. Ua wānana nā mea kūloko o ka ʻoihana e like me ka hoʻonui mālie ʻana o kāna hale hana hana wafer ma Taylor, Texas, i ka hiki, ua manaʻo ʻia e lilo ka ʻoihana hao a Samsung i mea waiwai e hoʻomaka ana i ka makahiki 2027, e hōʻailona ana i ka hoʻomaka kūhelu o ka hahai piha ʻana o Samsung iā TSMC.
Hoʻonui Mana 2nm
Ua wānana ka ʻoihana noiʻi mākeke ʻo Counterpoint Research ma ka lā 20 e piʻi aʻe ka mana o ke kaʻina hana 2nm o Samsung ma 163%, mai 8,000 wafers i kēlā me kēia mahina ma 2024 a i 21,000 wafers i kēlā me kēia mahina ma ka hopena o ka makahiki aʻe. Hoʻokumu ʻia kēia hoʻonui mana ma ka hua paʻa o ke kaʻina hana 2nm a Samsung. Ua kuhikuhi ʻo Counterpoint Research: "Ke lanakila nei ʻo Samsung i nā mea kūʻai aku ma nā wahi e like me ke kelepona paʻalima, supercomputing, a me ka naʻauao artificial, hiki i kāna holomua kaʻina hana 2nm ke lilo i wahi huli nui. Inā hoʻomau ka hoʻomaikaʻi ʻana o nā hua a holomua ka hana nui ma ka hale hana ʻo Taylor, manaʻo ʻia ʻo Samsung e hoʻemi nui i ka hakahaka hoʻokūkū me TSMC ma ke kahua kaʻina hana ʻoi loa no ka manawa mua ma nā hanauna."
I kēia manawa, ua manaʻo ʻia ua hoʻomaikaʻi ʻia ka hua o ke kaʻina hana 2nm a Samsung i 55% a 60%. Ua hoʻokipa maikaʻi kēia holomua i nā mea kūʻai aku nui e hoʻohana i kāna kaʻina hana holomua. I Iulai o kēia makahiki, ua kau inoa ʻo Samsung i kahi ʻaelike $16.5 biliona (ma kahi o 24.28 trillion won) me Tesla e hana i kāna chip AI6 hanauna hou. Eia kekahi, ua loaʻa pū iā Samsung nā kauoha no kāna mea hana noi kelepona Exynos 2600 (AP) mai Samsung System LSI, nā mea ʻike kiʻi mai Apple, a me nā ASIC no ka mining cryptocurrency mai nā hui Kina WIFI a me Canaan Technology. Manaʻo ʻia hoʻi e loaʻa koke nā kauoha i nā AP a Qualcomm.
Hoʻowalewale nā hoʻolālā kumukūʻai maʻalahi i nā mea kūʻai aku
Wahi a ka ʻikepili TrendForce, ua lanakila ʻo TSMC i ka mākeke wafer foundry i ka hapaha ʻelua me ka 70.2% o ka māhele mākeke, ʻoiai ʻo Samsung Electronics he 7.3% ka māhele mākeke. Ua emi kēia hakahaka i 30 mau pakeneka i ka makahiki 2019, akā ua hoʻonui hou ʻia mai ia manawa.
Eia nō naʻe, manaʻo nui ka ʻoihana ʻenehana he hiki iā Samsung ke hoʻokūkū me TSMC ma ke kahua hana 2nm. Ua hoʻolauna ʻo Samsung i ka ʻenehana Gate-All-Around (GAA) i kāna hana 3nm, kahi e hoʻemi ai i ka leakage o kēia manawa a hoʻomaikaʻi nui i ka hana a me ka pono o ka ikehu i hoʻohālikelike ʻia me nā hoʻolālā FinFET kuʻuna. Ua hoʻohana ʻo Samsung i ka ʻenehana GAA mai kāna hana 3nm a i mua, ʻoiai ʻaʻole i hoʻomaka ka TSMC e hoʻohana a hiki i kāna hana 2nm. Ua kuhikuhi kekahi mea loea o ka ʻoihana, "Ua lanakila ʻo Samsung i nā pilikia o ke kaʻina hana 3nm a ua hōʻiliʻili i ka ʻike waiwai me GAA, e kau ana iā ia i kahi kūlana ʻokoʻa loa i hoʻohālikelike ʻia me TSMC, ka mea i hoʻomaka wale e hoʻohana i kēia ʻenehana hou."
I kēia manawa, ke kū nei ʻo TSMC i ka piʻi ʻana o nā kauoha mai nā mea kūʻai nui e like me Nvidia lāua ʻo Apple. Hōʻike nā hōʻike ua hoʻonui ʻo TSMC i ke kumukūʻai o kāna mau wafers 2nm ma 50% i hoʻohālikelike ʻia me nā hanauna i hala. Hiki i kēia kūlana ke pōmaikaʻi iā Samsung, ka mea e hoʻohana nei i nā hoʻolālā kumukūʻai maʻalahi e hoʻowalewale i nā mea kūʻai aku. Ma ka nānā ʻana i ka loaʻa ʻana o nā mea kūʻai aku kaʻina hana like ʻole a me nā nui hana, ua hōʻike ka ʻoihana foundry a Samsung i nā hōʻailona o ka hoʻōla hou ʻana. I kēia manawa, ua lanakila ʻo Samsung i nā ʻaelike hana mai nā hoʻomaka semiconductor US AI Chabarite (4nm) a me Anaphae (28nm), a me ka hoʻomaka ʻana o South Korea ʻo DeepX (2nm). Ua ʻōlelo kekahi mea i loko o ka ʻoihana semiconductor, "ʻO ka nānā ʻana o TSMC i nā pilikua ʻenehana e like me Nvidia lāua ʻo Apple e paʻakikī ai iā lākou ke ʻae i nā kauoha hou me ka hoʻokiʻekiʻe ʻana i nā kumukūʻai wafer. Hoʻokumu kēia i kahi mākeke niche hiki iā Samsung ke hoʻohana."
Hoʻokō i nā Pahuhopu Loaʻa
Manaʻo ka ʻoihana ʻenehana e hoʻi hou ka ʻoihana hao hao a Samsung, ka mea i nalowale i nā haneli piliona o nā lanakila i kēlā me kēia hapaha no nā makahiki, i ka loaʻa kālā e hoʻomaka ana i ka makahiki 2027. ʻO ke kumu nui o kēia, ʻo ia ka hoʻonui ʻia ʻana o ka mana ma kāna hale hana ʻo Austin a me ka hana nui ʻana o ka chip AI6 a Tesla ma ka hale hana ʻo Taylor, e hoʻomaka ana i ka makahiki 2027.
Ma kāna hōʻike pōkole loaʻa kālā no ka hapaha ʻekolu, ua ʻōlelo ʻo Samsung, "Ua loaʻa iā mākou nā kauoha moʻolelo e kālele ana i nā kaʻina hana ʻoi loa, me nā ʻaelike mea kūʻai aku nui no kā mākou kaʻina hana 2nm. I ka wā e komo ai nā huahana hou e hoʻohana ana i kā mākou kaʻina hana 2nm i ka hana nui, manaʻo mākou e hoʻomaikaʻi hou aku ka hana ma o ka hoʻomau ʻana o ka loaʻa ʻana o ka huahana a me nā ana kūpono."
Ka manawa hoʻouna: Nov-10-2025