Samsung Electronics, oo hore uga hoosaysay TSMC-da Taiwan ee warshadaha macdanta semiconductor-ka, ayaa hadda diiradda saaraysa horumarinta tartankeeda tignoolajiyada iyo dardargelinta dadaalladeeda la qabsiga. Markii hore, sababtoo ah heerarka wax soo saarka oo hooseeya, Samsung waxay la kulantay caqabado bilowgii soo saarista geedi socodkeeda 3nm ee horumarsan, laakiin dhawaan waxay xasilisay tignoolajiyadeeda 3nm waxayna ka shaqaynaysaa sidii loo yareyn lahaa farqiga TSMC ee hababka 2nm. Dadka gudaha warshadaha ku jira ayaa saadaalinaya in maadaama warshadeeda wax soo saarka ee wafer-ka ee Taylor, Texas, ay si tartiib tartiib ah u kordhinayso awoodda, ganacsiga macdanta ee Samsung ayaa la filayaa inuu noqdo mid faa'iido leh laga bilaabo 2027, taasoo calaamad u ah bilowga rasmiga ah ee raadinta buuxda ee Samsung ee TSMC.
Ballaarinta Awoodda 2nm
Shirkadda cilmi-baarista suuqa ee Counterpoint Research ayaa saadaalisay 20-kii in awoodda habka 2nm ee Samsung ay kordhi doonto 163%, laga bilaabo 8,000 oo wafer bishiiba sanadka 2024 ilaa 21,000 oo wafer bishiiba dhamaadka sanadka soo socda. Ballaarinta awooddan waxay ku salaysan tahay wax soo saarka xasilloon ee habka 2nm ee Samsung. Counterpoint Research ayaa tilmaamtay: "Maadaama Samsung ay macaamiil badan ku kasbato meelaha sida moobaylka, supercomputing, iyo sirdoonka macmalka ah, horumarka habka 2nm wuxuu noqon karaa qodob muhiim ah oo isbeddelaya. Haddii wax soo saarku sii socdo oo wax soo saarka ballaaran ee warshadda Taylor uu si habsami leh u socdo, Samsung waxaa la filayaa inay si weyn u yareyso farqiga tartanka ee TSMC ee qaybta ugu dambeysa ee habka markii ugu horreysay jiilalka."
Waqtigan xaadirka ah, wax soo saarka habka 2nm ee Samsung ayaa lagu qiyaasaa inuu kor u kacay 55% ilaa 60%. Horumarkani wuxuu si guul leh u soo jiitay macaamiil badan oo waaweyn si ay u qaataan geeddi-socodkeeda horumarsan. Bishii Luulyo ee sannadkan, Samsung waxay la saxiixatay Tesla heshiis $16.5 bilyan (qiyaastii 24.28 tiriliyan won) si ay u soo saarto jiilka xiga ee AI6. Intaa waxaa dheer, Samsung waxay sidoo kale heshay dalabyo loogu talagalay processor-ka taleefanka gacanta ee Exynos 2600 (AP) ee Samsung System LSI, dareemayaasha sawirka ee Apple, iyo ASICs ee macdan qodista cryptocurrency ee shirkadaha Shiinaha ee WIFI iyo Canaan Technology. AP-yada Qualcomm ayaa sidoo kale la filayaa inay dhawaan helaan dalabyo.
Istaraatiijiyadaha qiimaha dabacsan ayaa soo jiita macaamiisha
Sida laga soo xigtay xogta TrendForce, TSMC ayaa suuqa macdanta wafer ku maamulaysay rubuci labaad iyadoo leh saami suuqeed dhan 70.2%, halka Samsung Electronics ay lahayd saami suuqeed dhan 7.3%. Farqigani wuxuu ku soo gaabtay 30 boqolkiiba dhibcood sannadkii 2019, laakiin tan iyo markaas wuu sii ballaartay.
Si kastaba ha ahaatee, warshadaha tiknoolajiyadu guud ahaan waxay aaminsan yihiin in Samsung ay awood u leedahay inay la tartanto TSMC qaybta habka 2nm. Samsung waxay soo bandhigtay tiknoolajiyadda Gate-All-Around (GAA) ee habka 3nm, taas oo yaraynaysa daadinta hadda jirta isla markaana si weyn u hagaajinaysa waxqabadka iyo hufnaanta tamarta marka loo eego naqshadaha dhaqameed ee FinFET. Samsung waxay qaadatay tiknoolajiyadda GAA laga bilaabo geeddi-socodkeeda 3nm, halka TSMC aysan bilaabin isticmaalka ilaa habka 2nm. Qof ka tirsan warshadaha ayaa tilmaamay, "Samsung waxay ka gudubtay caqabadaha habka 3nm waxayna urursatay khibrad qani ah oo ay la leedahay GAA, iyadoo dhigtay meel gebi ahaanba ka duwan marka loo eego TSMC, oo hadda bilowday qaadashada tiknoolajiyaddan cusub."
Waqtigan xaadirka ah, TSMC waxay wajahaysaa kor u kaca dalabaadka macaamiisha waaweyn sida Nvidia iyo Apple. Warbixinnadu waxay tilmaamayaan in TSMC ay kordhisay qiimaha wafers-keeda 2nm 50% marka loo eego jiilalkii hore. Xaaladdani waxay ka faa'iideysan kartaa Samsung, oo adeegsanaysa istaraatiijiyado qiimo dabacsan si ay u soo jiidato macaamiisha. Iyadoo diiradda saareysa helitaanka macaamiisha hababka kala duwan iyo mugga wax soo saarka, ganacsiga aasaaska Samsung wuxuu muujiyay calaamado soo kabasho. Dhawaan, Samsung waxay ku guuleysatay qandaraasyo wax soo saar oo ka yimid shirkadaha cusub ee semiconductor-ka ee Mareykanka ee Chabarite (4nm) iyo Anaphae (28nm), iyo sidoo kale shirkadda cusub ee Koonfurta Kuuriya ee DeepX (2nm). Qof ka tirsan warshadaha semiconductor-ka ayaa faallo ka bixiyay, "Diiradda TSMC ee shirkadaha waaweyn ee tiknoolajiyada sida Nvidia iyo Apple waxay ka dhigaysaa mid adag inay aqbalaan dalabaadka cusub iyagoo kordhinaya qiimaha wafer-ka. Tani waxay abuurtaa suuq gaar ah oo Samsung ay ka faa'iideysan karto."
Gaar Bartilmaameedyada Faa'iidada
Warshadaha tiknoolajiyadu waxay filayaan in ganacsiga macdan qodista ee Samsung, kaas oo luminayay boqolaal bilyan oo faa'iido ah rubuc kasta sannado badan, uu dib ugu soo laaban doono faa'iidada laga bilaabo 2027. Tani waxaa inta badan loo aaneynayaa kororka awoodda ee la filayo ee warshadeeda Austin iyo wax soo saarka ballaaran ee Tesla's AI6 chip ee warshadda Taylor, laga bilaabo 2027.
Warbixin kooban oo ku saabsan dakhliga rubuc-saddexaad, Samsung waxay tiri, "Waxaan xaqiijinay dalabyo rikoodh ah oo diiradda saaraya hababka ugu casrisan, oo ay ku jiraan qandaraasyo macaamiil oo heer sare ah oo loogu talagalay geeddi-socodkayaga 2nm. Maadaama alaabada cusub ee isticmaalaya habkayaga 2nm ay galaan wax soo saar ballaaran, waxaan fileynaa in waxqabadku uu sii fiicnaan doono iyada oo loo marayo faa'iidooyinka wax soo saarka ee sii socda iyo tallaabooyinka kharash-ool ah."
Waqtiga boostada: Noofambar-10-2025