Samsung is reportedly aiming to overtake its rival in the semiconductor market after TSMC declared that it would raise its expenditure for 2022 to stay on top of the foundry business. Unfortunately, the Korean behemoth’s aim may take over a decade to achieve.
According to research from DigiTimes, chip consumption is predicted to increase in 2022 based on present conditions. Samsung, which is rumored to be mass-producing 4nm circuits for Qualcomm, is aiming to outperform its rival in the coming years.
“Samsung Electronics recently announced its wafer foundry now serves over 100 customers. Based on current conditions, the wafer foundry market in 2022 looks to be just as hot as it was in 2021. As a result, the South Korean industry is optimistic about Samsung’s wafer foundry, which is about to enter a full-scale growth stage. However, Samsung is still relatively new to the automotive and AI chip fields.”
Samsung’s efforts have not been limited to its native country of South Korea, but have also included the United States. The chip manufacturing behemoth launched its $17 billion semiconductor manufacturing factory in Texas in 2021, but that isn’t the only goal it has set for itself. We revealed in 2019 that Samsung plans to invest $115 billion by 2030 to achieve a competitive edge in the mobile processors market, taking on not only Qualcomm but also Apple.
In addition, the business stated that it intends to begin mass production of 3nm chips in the first half of 2022. When compared to its 7nm LPP nodes, these 3nm chips will deliver a 35 percent performance boost and a 50 percent power reduction, but it is unclear how they will fare against TSMC’s own 3nm products. The attempts to quadruple chip output will also help to alleviate the chip shortage, which has pushed TSMC to prioritize partners who are not stockpiling chips in addition to raising prices for its next-generation wafers.
Unfortunately, the road ahead may not be easy, as Qualcomm is reportedly considering giving Snapdragon 8 Gen 1 orders to TSMC due to Samsung’s low 4nm yields. 2030 is still a long way off, and we’ll be checking in on the company’s development every few months until then, so stay tuned.