On Thursday, it was officially announced that Samsung Foundry would triple its chip production capacity by 2026, with at least one new plant built for that purpose and additional capacity to expand existing ones. From this, Samsung promises much higher competitiveness compared to TSMC and Intel’s new service, or Intel Foundry Services, with which Samsung Foundry directly competes. It is thus clear that these are capacities intended for custom production.
It is also a question of what capacity Samsung wants to reach at all in terms of wafers by 2026, because we will not know from it at all what capacity of modern factories it offers today, let alone what in this case it offers for custom production and what is reserved for its needs. , ie the production of mobile SoCs, memories of various types, etc. Perhaps with the attack on TSMC and Intel Foundry Services, Samsung will be more shared in the near future, just like TSMC, which often informs about the development of its processes and planned investments.
We only know about Samsung’s capacities from analytical companies such as IC Insights, according to which at the end of 2020 it had just over 3 million WSPM (Wafer Starts Per Month) available, converted to 200mm wafers. However, we will not know what the production of our own chips will take.
It is also true that Samsung Foundry itself has expanded in recent years to acquire important customers such as Qualcomm or NVIDII, with the number of its clients approximately tripling in four years. The company obviously wants to continue this growth, and this is exactly the purpose of the company’s $ 100 billion budget for capital expenditures for the coming years.
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Source: Svět hardware by www.svethardware.cz.
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