As a semiconductor contract manufacturer, Samsung has released a series of NVIDIA Pascal generation graphics solutions in 14 nm technology. Now, sources do not rule out that after the 8nm technology, NVIDIA will also be interested in the South Korean manufacturer’s 5nm process technology. As for Qualcomm, the Korean giant expects to return its attention due to the 3nm process technology.
Some information about the current status of Samsung Electronics’ contract business can be found in the publication on the website DigiTimes. On the one hand, the number of Samsung customers in this area has tripled to 150 in the past five years. On the other hand, the number of TSMC customers is measured at more than a thousand, and it is with this company that Samsung tries to compete in this market segment.
Sources say Samsung wants to lure NVIDIA with its 5nm capabilities this year and next. But even if such cooperation takes place, the Korean contractor will be entrusted, as in the days of Pascal, with the manufacture of sufficiently budgetary graphic solutions, albeit using relatively advanced lithography.
AMD could agree to use Samsung’s 4nm process technology in the next few years and look at 3nm technology in the future, and the 5nm process technology will not be written off by this customer. As it turns out, Samsung is already producing a limited number of chipsets for Intel at its existing Texas facility, but it’s using fairly mature 14nm process technology. In the future, partners can switch to the 8 nm process technology.
Although Qualcomm has been Samsung’s largest contract customer in recent years, this year it will forego the services of a Korean partner in the production of Snapdragon 8+ Gen 1 processors in 4nm technology in favor of TSMC. By the end of 2024, the Korean manufacturer will try to get the right to produce Qualcomm products using 3nm technology in its performance. If we talk about Samsung’s 4nm process technology, then the second generation will be available to customers starting this year.
Samsung currently makes processors for Tesla’s proprietary active driver assistance systems and also makes IBM’s POWER 10 series server processors in 7nm technology. Samsung’s customers include Google, Ambarella and Facebook* (Meta*). With AMD, the Korean giant is developing cooperation on the integration of proprietary graphics of the first into mobile processors of the second. Up to 4% of Samsung’s contract revenue has previously been provided by mining accelerator developers, and for the past six months, one of them has received a 3nm product from a Korean contractor.
* It is included in the list of public associations and religious organizations for which the court made a final decision to liquidate or ban activities on the grounds provided for in Federal Law No. 114-FZ of July 25. 2002 “On Countering Extremist Activities”.