Samsung, TSMC and Intel on Global Market Chip Supremacy
Samsung, the largest maker of memory chips worldwide, is facing tough competition in the chip industry. During the seven-year legal struggles involving its top leader, Lee Jae-yong, other global chipmakers have been investing more and increasing production, strengthening their market presence. TSMC from Taiwan, the largest contract chipmaker globally, has solidified its leading role. Meanwhile, Intel from the U.S. and Rapidus from Japan are making significant strides with strong government backing.
Samsung wants to become the number one producer of memory chips and system semiconductors by 2030. However, reaching this goal won’t be easy as Samsung faces tough competition from its rivals.
What Taiwan’s Central News Agency said about TSMC Memory Chip
According to Taiwan’s Central News Agency (CNA), TSMC became the world’s leading semiconductor maker last year, surpassing Samsung. TriOrient Investments data shows that TSMC made $69.3 billion in semiconductor sales, outdoing Intel’s $54.23 billion and Samsung’s $50.99 billion.
TSMC is the big player in making really tiny chips, making over 90% of the most advanced 5nm chips used in smartphones, AI, self-driving cars, and supercomputers. Since customers usually stick with their chip makers, TSMC is likely to stay on top with 3nm and 2nm chips. In the third quarter of last year, TSMC had 57.9% of the global foundry market, way ahead of Samsung’s 12.4%.
Samsung and TSMC
An insider in the industry said, “Samsung wants big clients like Nvidia, AMD, and Qualcomm to buy its chips to get more of the market. But it’s tough because TSMC already has strong ties with these companies.” They added, “Samsung has to show it’s just as good in tech and price to get these customers.”
Intel Great Come Back
Intel, which said it would start making chips for other companies again in 2021, is investing a lot. They’re making foundry plants in Arizona, Ohio, New Mexico, and Oregon, and getting a bunch of money from the U.S. government to help. They’re also thinking about making plants in Germany and Japan. A source who knows about this stuff said, “Intel knows a lot about making chips, so when they say they want to beat Samsung and TSMC by 2025, it’s something to pay attention to.”
Read the Original Article: The Chosun
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