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Samsung Electronics recently succeeded in mass-producing 3-nanometer semiconductors for the first time in the world and put forward a super-gap strategy, but Taiwan's TSMC followed suit in just six months.
Reporter Jeong-yeon reports that they are going to widen the gap with Samsung.
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Local media reported that TSMC will begin mass production of 3-nano semiconductor products at its factory in southern Tainan this week.
It has been six months since Samsung Electronics commercialized the world's first 3-nano product.
3 nano is the size of 3/100,000 the thickness of a human hair, and is currently the most advanced technology that can be commercialized in the semiconductor production process.
In the 'foundry' field, which produces sophisticated semiconductors according to the design ordered by the customer, TSMC has an overwhelming 56% market share, widening the gap with Samsung.
Samsung started making 3-nano products six months earlier than TSMC, but it has not yet fully reaped the preemption effect, so it is expected to win orders to secure large customers in the future.
It is difficult to relax as foreign reports have recently come out that Apple and Tesla will sign a supply contract with TSMC.
[Kim Yang-paeng/Researcher, New Industry Research Lab, Korea Institute of Industrial Science and Technology: Samsung Electronics' yield of 4-nano products ordered by Qualcomm, Apple, and AMD is lower than TSMC.
(3nm) You've done a lot of production for 6 months, right?
Then, it should be seen that it is helpful for manufacturing techniques and yield improvement.]
Samsung Electronics has announced plans to introduce a 1.4-nano process by 2027 and TSMC to introduce a 2-nano process by 2025.
Next year, the semiconductor market is expected to decrease by more than 4% compared to this year, but amid sluggish memory, non-memory that is less affected by the economy, that is, competition for super-difference technology to strengthen the foundry is expected to intensify.
(Video editing: Kim Ho-jin)