Forward-looking: Samsung is the worldwide chief in the reminiscence chip enterprise, however it nonetheless has some catching as much as do relating to contract chip-making, at the moment dominated by TSMC. To that finish, the South Korean tech large is implementing a multi-year plan to construct further manufacturing capability.
Samsung has talked a lot about its ambitions round building extra manufacturing capability for subsequent era silicon, each for its personal customized chips in addition to serving the wants of others like Apple, Google, Nvidia, Qualcomm, and Amazon. The plan introduced on the Foundry Forum will take ten years to finish and would require $116 billion in funding in addition to a lot of engineering expertise.
Recently, the South Korean tech large began building on its second 5nm manufacturing facility in Pyeongtaek, a metropolis in the Gyeonggi Province, south of Seoul. The factory shall be outfitted to provide chips utilizing an excessive ultraviolet lithography (EUV) course of which is important in competing with TSMC for the made-to-order foundry enterprise.
Samsung says a lot of the new factory’s output will probably go in direction of processors, 5G modems, in addition to FPGAs and ASICs for machine studying functions. As for when it will likely be in a position to take orders, that might be as quickly because the second half of 2021, identical because the $17 billion Hwaseong facility. This would additionally coincide with Apple’s rumored plans to introduce ARM-based Macs that are mentioned to characteristic 5nm chips, in addition to Nvidia’s mysterious Hopper-based GPUs.
That means Samsung could have seven factories devoted to contract chip manufacturing, six in South Korea and one in Austin, Texas. The Hwaseong facility will begin making 5nm chips someday in the second half of this yr.
As for TSMC, the corporate is additionally on observe to provide its first 5nm chips in the second half of 2020, with 3nm being pushed again to late 2022, identical as Samsung. The Taiwan-based chipmaker is additionally investing billions into building a US factory, however will quickly lose Huawei, which is amongst its greatest clients as a results of new US export guidelines.