[新聞] 三星良率低到逼迫高通換供應商

作者kyle5241 (Kyle Korver)

標題[新聞] 三星良率低到逼迫高通換供應商

時間Tue Feb 22 23:23:57 2022

https://tinyurl.com/mr2a9znb Samsung set out on an ambitious plan to bolster its chip business by producing semiconductors for other companies. However, one of its largest clients – Qu alcomm – is now reportedly seeking the services of TSMC due to Samsung Foundr y’s low yield. A report by The Elec (via SamMobile) states that Qualcomm is even asking TSMC to make a portion of its 4nm Snapdragon 8 Gen 1 chipset. This is despite Samsu ng Foundry being listed as the sole manufacturer of the chip when it was first announced. The decision barely comes as a surprise given that Samsung Foundry ’s yield for the Snapdragon 8 Gen 1 was only 35%. 高通決定把一部分包莖1訂單分出來，即使一開始號稱三星是獨家供應商。考慮到晶片良率不到35%，這個決定也沒這麼意外 What this also means is that Qualcomm will partner with TSMC for its upcoming 3nm SoCs. The report adds that the Exynos 2200 has an even lower yield than th e Qualcomm chip. So Samsung clearly has a lot of thinking to do. 其實三星自家的Exynos 2200良率更低 According to a source quoted by The Elec, Qualcomm executives and technical pe rsonnel were physically present at Samsung Foundry’s units to oversee the pro duction of the Snapdragon 8 Gen 1. This explains why Qualcomm’s chip witnesse d a better yield than Samsung’s own Exynos 2200. But Qualcomm’s decision to move to TSMC indicates that the yield troubles couldn’t be fully resolved. 為了搶救良率，高通其實有派長官和技術人員現場到三星的fab去盯場，這也解釋了為什麼高通的晶片良率比三星自家的高。決定換供應商應該是發現良率問題無法解決 Last year, tech giant NVIDIA shifted orders of its new 7nm GPU to TSMC due to Samsung’s yield issues. Moreover, the global chip shortage has brought enormo us pressure on suppliers to meet demand. The low yield further adds to the com pany’s woes. As for corporations like Qualcomm or NVIDIA, supply is everythin g. So they’re left with no option but to make alternate arrangements. 去年，輝達把7nm的訂單全部都轉向 https://tinyurl.com/3483umsv Nvidia is set to spend at least $10B to secure its share of limited 5nm chip s upply 為了鞏固晶片供應，輝達準備預付100億美元 ----- Sent from MeowPtt on my iPad -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.43.65.192 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Tech_Job/M.1645543440.A.584.html ※ 編輯: kyle5241 (114.43.65.192 臺灣), 02/22/2022 23:36:23 ※ 編輯: kyle5241 (114.43.77.232 臺灣), 02/23/2022 06:28:53

推文 (98)

推 flower42 https://i.imgur.com/ZHqtML9.jpg 02/22 23:33

→ flower42 我看了什麼.jpg 02/22 23:33

噓 outzumin 包莖去割掉啊 02/22 23:39

推 Jerry469 沒事有記憶體事業在養 02/22 23:39

推 flower42 不過良率不到35%還量產是啥概念 02/22 23:40

→ Royalweger 包莖1有這樣的綽號啊 02/22 23:42

→ jack168168tw 8 Gen 1 包___1 02/22 23:43

推 s1612316 翻譯是不是在臭 02/22 23:43

推 et7878789 ai翻譯嗎？ 02/22 23:44

→ et7878789 https://i.imgur.com/9wE9Rzo.jpg 02/22 23:44

→ yugi2567 包莖 02/22 23:44

→ jack168168tw mobilecomm都這樣稱8 gen 1 02/22 23:46

推 iPhone5Plus ... 02/22 23:47

→ FTICR 良率35%這應該是機密是怎麼傳出了的呢? 02/22 23:47

推 et7878789 內鬥放消息洗牌剛好吧 02/22 23:51

推 ss5010593 能接受良率35%的產線應該爽到炸 02/22 23:52

推 chocopie 良率35%！簡稱MIKO%，MIKO也直呼內行 02/22 23:54

推 chunyo0229 把包莖分出來包在其他人身上嗎 02/22 23:57

→ alongalone 微妙的新聞明天開盤台gg了嗎 02/22 23:57

推 SkyShih 一部分包莖？ 02/22 23:59

推 et7878789 又要開始晶片門抽G蛙做的包莖惹 02/23 00:01

推 a810086 35%還能出貨？？？封裝廠都沒這種規格 02/23 00:04

推 good5755 包莖 plus 很早就有消息要請GG代工了 02/23 00:05

推 wtl 長官到現場看? 應該指著鼻子大罵給GG生產我早就去 02/23 00:08

推 anleyou 35%還量產…是要賠到脫褲嗎 02/23 00:09

→ dhccc 這樣不是成本爆高獵戶座還生的出來嗎 02/23 00:09

→ wtl 渡假了 02/23 00:11

推 fp737 沒50~60也是在出貨了 02/23 00:19

推 lovecorgi 良率35%……完了GG要噴到宇宙了 02/23 00:20

推 chunfo 看來中芯才是三星的對手 02/23 00:24

推 lponnn Fab整個賣給tsmc啦 02/23 00:25

→ lponnn 台積省成本三星減少一些損失 02/23 00:26

推 Calderon 包莖難怪良率這麼差阿 02/23 00:27

→ et7878789 三星跟中芯可以一起去拍八點檔了 02/23 00:27

噓 TISH12311 0.9^10 ~=0.35 02/23 00:31

推 questioner 其實我都很不懂派管理層去盯線的用意是？ 02/23 00:33

推 rebel War room阿沒解完不準出來 02/23 00:35

推 et7878789 就跟去年疫情不是在吵有空床超多，來現場看哪裡有 02/23 00:38

→ et7878789 空床？ 02/23 00:38

→ qazxswptt 缺了一部份還能算包嗎還是說..刈包?? 02/23 00:40

推 taffy128s 好慘喔台積蒿禿路斯 02/23 00:50

推 j198811 包莖1，名字取成這樣難怪良率不好 02/23 00:53

推 furnaceh 包莖XD 02/23 01:04

→ dakkon 良率35%這要賠到脫褲吧 02/23 01:34

→ alchemist106 你的翻譯+= 02/23 01:41

推 deltarobot 賣一片賠三片 02/23 01:48

推 ming5566 35%是連pirun lot也在出貨嗎 02/23 02:02

→ ming5566 真的太舒服了 02/23 02:02

噓 acer559655 怎麼可能35% 02/23 05:00

→ acer559655 想必是不想加薪，編出來的理由吧 02/23 05:02

→ mike0327 35%是中芯的水準我比較信 02/23 05:51

推 leftless 難怪顯卡缺貨我們都錯怪礦工了 02/23 05:59

→ kyle5241 包莖包在雞雞身上好像才比較合理吧 02/23 06:26

→ henrk 通常傳出的消息都是美化過，真實良率？ 02/23 07:01

→ yeng1217 35可能還是很給面子的數字了… 02/23 07:20

推 ritaj 8 Gen 1 = 包莖1 02/23 08:00

推 wohaha5566 韓國三星包莖的良率不到35% 02/23 08:22

→ paimin 下一片的錢只有35%能用哪個客戶會買單還是三星佛 02/23 08:30

→ paimin 心來的壞的免費 02/23 08:30

推 a4567850 這啥小翻譯 02/23 09:10

推 wcre 高通這二年旗艦晶片真的鳥，該放棄Android了？ 02/23 09:19

推 dspzzzzz 良率再往下掉一點就可以跟高端拼了 02/23 09:19

推 basterds 漏尿廠別浪費沙子變成垃圾好嗎 02/23 09:20

推 a152508 一部分包莖 02/23 09:23

推 deltarobot 三星把蘋果跟高通都拖下水過猛XD 02/23 09:40

推 chuegou 良率35趴顛覆我的三觀 02/23 10:36

推 a0510111 包莖 02/23 10:48

推 tsairay 35%也在量產,打腫臉充胖子 02/23 11:12

推 hong1310 笑死包莖訂單是啥 02/23 11:15

推 bookerhsu 是買一送三嘛？然候跟WTO投訴台G寡佔 02/23 11:28

推 diamondX 良率35%？做一個賠一個.. 02/23 12:10

推 pickchu22001 不知道是不是像台積當初賠老黃的作法,by die 賣 02/23 12:18

推 Stan6003 35%…這是試產等級的良率吧 02/23 12:18

→ pickchu22001 35% 真的很低. 02/23 12:18

推 cavabien 買產能送光罩,以die 算錢, 三星跟二弟不都這樣玩 02/23 12:22

推 Shepherd1987 老黃GPU die size 跟手機CPU不能比 02/23 12:24

→ Shepherd1987 大顆GPU滿血die應該也是不會到35% 02/23 12:26

→ han999 https://reurl.cc/mG7zZ7 02/23 13:38

→ han999 曝光！三星員工“捏造半導體制造產量與良率” 偽造3 02/23 13:39

→ han999 、4與5奈米節點遭調查 02/23 13:39

→ han999 原址 https://m.hk.investing.com/news/stock-marke 02/23 13:39

→ han999 t-news/article-216581 02/23 13:39

→ han999 還要相信三星半導體還是信三爽絆倒體？ 02/23 13:39

推 YJJ 高通盯場懂製造還會下三星喔… 02/23 13:55

推 LittleYueh 包莖 02/23 14:53

推 wtl 三星是高通的大客戶三星威脅要抽單所以高通才會下 02/23 15:24

→ wtl 三星不過既然三星承認良率差高通可以轉台積對gg 02/23 15:25

→ wtl 是好事但對發哥就不是好事了同樣是gg製程發哥就 02/23 15:26

→ wtl 沒有優勢 02/23 15:26

推 lojay 原來8gen1本名叫包莖1 02/23 15:54

→ lojay 三星就是那麼爛洗洗睡 02/23 15:54

推 allenchen 包莖不可恥，但要翻出來洗 02/23 20:19

→ AirLee 良率沒過50%的製程就是個屎 02/23 21:33

推 cajole145 三星：不爽不要用… 不轉單就是放給他爛！肯定要跑 02/23 22:37

→ cajole145 的 02/23 22:37

推 zoo0602 阿就報廢片太多出一堆report才被電爆啊！又沒什麼改 02/24 08:16

→ zoo0602 善當然派人去釘很正常 02/24 08:16

推 FlyBird 韓國有35%包莖 02/25 08:59