Samsung wafer foundry spreads negative news again, and the loss is not small

As early as August 22, Mantianxin reported an article “Samsung foundry problems, Qualcomm’s 7nm process 5G chips are all scrapped? ” article, at that time, it was said that the Qualcomm 5G chip Snapdragon SDM7250, which was manufactured by Samsung, was completely scrapped due to a problem with the 7nm EVU process, which caused the yield rate to fail.

Although Samsung and Qualcomm later denied it, the vague statement may also be an indirect admission of the accident. Facts have also proved that in the field of foundry, Samsung will continue to be the number two for a long time.

No, the negative news of Samsung’s foundry is coming again. According to South Korean media BusinessKorea reported on the 8th. Samsung’s Giheung plant in South Korea, because the 8-inch wafer production line used contaminated equipment, resulting in defective products. A Samsung executive acknowledged the news and said the process had been restored to normal and the damage was estimated at billions of won.

However, some experts said that the scale of this loss may be much larger than Samsung’s estimates. “I know that Samsung has not calculated the exact amount of losses,” an industry source said. “The losses may far exceed the company’s estimates.”

Earlier this year, there were also reports of problems with Samsung’s first-generation 10nm (1x nm) DRAM products. This time, it is reported that the foundry business is flawed, and I am afraid that it will have a certain impact on Samsung’s reputation in the industry, not to mention that Samsung is investing heavily in the foundry business.

According to market research firm IC Insights, from 2017 to the present, Samsung’s capital expenditure in the semiconductor field is estimated to be US$65.8 billion, which is about 53% higher than Intel’s and more than double the capital expenditure of all semiconductor companies in China combined.

Samsung also recently announced that most of its investment in the fourth quarter of this year will be used in infrastructure in the storage field, and EUV 7nm production will continue to increase to strengthen its own foundry competitiveness. In mid-October, a letter of intent from Samsung was also reported, indicating that it would order 15 EUV equipment from ASML, with a total value of 18 billion yuan.

In order to surpass the foundry leader TSMC, Samsung has no heartache in spending money. Judging from the comparison of the capital expenditures of the two companies, Samsung’s attitude is very serious.

Although Samsung has invested heavily in the foundry field, after multiple accidents, Samsung’s reliability is bound to be weakened. As for whether it will affect Samsung’s goal of unifying the global semiconductor field by 2030, I don’t think it’s certain. These accidents may all be planned.

(Samsung Electronics announced this year that by 2030, it will invest 133 trillion won (about 800 billion yuan) in its logic chip (mainly referring to CPU, GPU and other computing chips) business including foundry services, in order to surpass TSMC. , become the world’s largest chip foundry, maintain its lead over Intel, and secure the throne of the world’s largest semiconductor manufacturer. And become the world’s first in CMOS and other fields.)

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