Samsung recently announced that it will spend 45 trillion won (about US $356 billion) to accelerate its growth in semiconductor, biopharmaceutical and other emerging IT technologies in the next five years. However, industry insiders believe that Samsung is difficult to shake TSMC's leading position in the field of wafer foundry.
According to Taiwan media reports, Liu Peizhen, a researcher and director of the industrial and economic database of the Taiwan Economic Research Institute, said that Samsung's investment is the largest in history and may indeed drive Samsung to improve, but it basically needs to return to semiconductor connotations such as the competitive relationship between technology and customers.
Liu Peizhen said that in terms of manufacturing technology, Samsung is not as good as TSMC; In terms of process yield, TSMC's ultra-high yield completely suppresses Samsung; In terms of competition with customers, Samsung can't get rid of the problem of competition with customers; In terms of R & D progress, TSMC 3 nm will be mass produced in the second half of the year, and 2 nm and 1.4 nm are also being promoted. It is expected that TSMC will have a solid leading position in wafer foundry.
Recently, it was reported that TSMC will turn its 3nm process R & D team into a 1.4nm process R & D team in June, and Samsung Electronics announced that it will mass produce 2nm process chips in 2025. It can be seen that TSMC went further and started the development of 1.4nm process before Samsung Electronics.