ENTERTAINMENT FEATURED WIERD

Moves in the market foundry – Samsung swings at TSMC / SurprizingFacts

The market for foundry services is planning a small revolution. Over the TSMC, which is still on the leader's podium, a shadow loomed. We figure out who, why and why "threatens".

The entire market foundry is, no less, about 50 billion dollars. This, of course, is not 350 billion. Dol. Production of semiconductors, but the piece is large enough.

Now half of the foundry-market is covered by TSMC. But not so long ago Samsung identified itself as a contender for a piece of foundry-business. The goal is clear: the company needs to grow, and there are not so many growth directions.

The movement due to the growth of its own production, in particular, smartphones, can not provide all ambitions. It remains to develop adjacent areas.

Intel also makes body movements on the foundry sector, since the microprocessor market is not growing very much, but it would be desirable to eat. But so far only Samsung shows real achievements.

To implement this strategy, the company allocated a separate line of foundry services in order to avoid conflicts of interests of customers, and for more efficient management of the business process. Still, business models are different, despite the commonness of the technological foundation. The division is not formal, Samsung Foundry has its own technological platforms.

(comment from the author: this, by the way, is one of the problems of the factories in Russia, because both the business and the IDM in one bottle. The customer will not place an order for the microcontroller for the IoT in the factory if the factory-company is engaged in IoT.] In

In terms of scale, Samsung is the best-the company has Today the largest reservoir capacity . N, ahead of TSMC's

The isolated in a separate line of Samsung Foundry has three sites – two in Korea and one in the United States. Fab S1 (Giheung, Korea) launched in 2005, Fab S2 – (Austin) – introduced in 2011, Fab S3 (Hwaseong) – it is planned to start operating activities by the end of 2017. It is on this FBA that production of techno nodes is expected 10, 8 And 7nm.

The company reinforced its quantitative ambitions with an aggressive road map that was shown to the public in May 2017.

The company intends to invest significant funds to achieve the technical process as much 4nm faster than the main player foundry – the market TSMC.

Already in 2020, the Samsung Planner start a risk-process technology for the production of 4 nm. In place of the transistor structure of FinFET, the company used the first gate-all-around (GAA) FET design.

Samsung Foundry's plans are quite ambitious:

– By the results of 2017, go to third place, pushing UMC ( Now the company is on the 4th place, considering DRAM-orders).

– To grab 25% of the total market foundry directions in the short term, "wringing out" customers from TSMC.

However, there still SMIC is eager to fight, with a huge market and support from the Chinese government. In any case, the market is waiting for repartition in the next year or two.