4nm was pitted Qualcomm learned smart this time: stay on the sidelines with Samsung 3nm

According to various sources, Samsung’s 3nm GAA process will be put into production as soon as this week. Although the scale is small, some customers have placed orders. It is said to be a mining machine ASIC chip company from China.

GAA transistor is an epoch-making technology to replace FinFET. However, TSMC is not as radical as Samsung. 3nm is still an improved version of FinFET, FinLlex, and 2nm will launch GAA.

Obviously,The success or failure of Samsung’s 3nm GAA depends on whether there are major customers. TheElec reported that Qualcomm is taking a wait-and-see attitude towards Samsung’s 3nm, and currently only uses it as an alternative.

For Qualcomm, some headaches are that TSMC’s 3nm is too tight, and the queue has to be behind Apple and Intel. If it affects the production schedule of related chips, it is not impossible to find Samsung to cooperate again.

Although both Qualcomm and Samsung publicly denied that 4nm pitted the Snapdragon 8 Gen1, it is an indisputable fact that the performance of the Snapdragon 8+ Gen1 has improved by leaps and bounds after switching to TSMC’s 4nm. It is said that the Snapdragon 8+ mobile phone in the second half of the year is larger than the Snapdragon 8, which shows that manufacturers are also “voting with their feet”.

Previously, it was said that Samsung’s 4nm yield rate was only 35%, while TSMC’s side was as high as 70%. For this reason, Samsung even replaced the leader of the semiconductor department. The core reason is the failure of 4nm development.

According to the calendar announced by Qualcomm, the Snapdragon 8 Gen2 conference is scheduled for November 14 this year.

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