三星良率低到逼迫高通換供應商 - 工程師

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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



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Sent from MeowPtt on my iPad


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All Comments

Candice avatarCandice2022-02-24
Ursula avatarUrsula2022-02-23
包莖去割掉啊
Kyle avatarKyle2022-02-25
沒事 有記憶體事業在養
Adele avatarAdele2022-02-23
不過良率不到35%還量產是啥概念
Thomas avatarThomas2022-02-25
包莖1有這樣的綽號啊
Queena avatarQueena2022-02-23
8 Gen 1 包___1
David avatarDavid2022-02-25
翻譯是不是在臭
Olivia avatarOlivia2022-02-23
Todd Johnson avatarTodd Johnson2022-02-25
包莖
Jack avatarJack2022-02-23
mobilecomm都這樣稱8 gen 1
Xanthe avatarXanthe2022-02-25
...
Cara avatarCara2022-02-23
良率35%這應該是機密 是怎麼傳出了的呢?
Quintina avatarQuintina2022-02-25
內鬥放消息洗牌剛好吧
Jacky avatarJacky2022-02-23
能接受良率35%的產線應該爽到炸
Emily avatarEmily2022-02-25
良率35%!簡稱MIKO%,MIKO也直呼內行
Ingrid avatarIngrid2022-02-23
把包莖分出來 包在其他人身上嗎
Charlie avatarCharlie2022-02-25
微妙的新聞 明天開盤台gg了嗎
James avatarJames2022-02-23
一部分包莖?
Daniel avatarDaniel2022-02-25
又要開始晶片門抽G蛙做的包莖惹
Zora avatarZora2022-02-23
35%還能出貨???封裝廠都沒這種規格
Franklin avatarFranklin2022-02-25
包莖 plus 很早就有消息要請GG代工了
Audriana avatarAudriana2022-02-23
長官到現場看? 應該指著鼻子大罵 給GG生產 我早就去
Rosalind avatarRosalind2022-02-25
35%還量產…是要賠到脫褲嗎
Steve avatarSteve2022-02-23
這樣不是成本爆高 獵戶座還生的出來嗎
Audriana avatarAudriana2022-02-25
渡假了
Anthony avatarAnthony2022-02-23
沒50~60也是在出貨了
Kyle avatarKyle2022-02-25
良率35%……完了GG要噴到宇宙了
Jessica avatarJessica2022-02-23
看來中芯才是三星的對手
Robert avatarRobert2022-02-25
Fab整個賣給tsmc啦
Rachel avatarRachel2022-02-23
台積省成本 三星減少一些損失
Jacky avatarJacky2022-02-25
包莖難怪良率這麼差阿
Rae avatarRae2022-02-23
三星跟中芯可以一起去拍八點檔了
Doris avatarDoris2022-02-25
0.9^10 ~=0.35
Freda avatarFreda2022-02-23
其實我都很不懂派管理層去盯線的用意是?
Kama avatarKama2022-02-25
War room阿 沒解完不準出來
Lucy avatarLucy2022-02-23
就跟去年疫情不是在吵有空床超多,來現場看哪裡有
空床?
Aaliyah avatarAaliyah2022-02-25
缺了一部份 還能算包嗎 還是說..刈包??
Caitlin avatarCaitlin2022-02-23
好慘喔 台積蒿禿路斯
Andy avatarAndy2022-02-25
包莖1,名字取成這樣難怪良率不好
Connor avatarConnor2022-02-23
包莖XD
Bennie avatarBennie2022-02-25
良率35%這要賠到脫褲吧
Kumar avatarKumar2022-02-23
你的翻譯+=
Emma avatarEmma2022-02-25
賣一片賠三片
Linda avatarLinda2022-02-23
35%是連pirun lot也在出貨嗎
真的太舒服了
Jake avatarJake2022-02-25
怎麼可能35%
Jake avatarJake2022-02-23
想必是不想加薪,編出來的理由吧
Cara avatarCara2022-02-25
35%是中芯的水準我比較信
Rebecca avatarRebecca2022-02-23
難怪顯卡缺貨 我們都錯怪礦工了
Harry avatarHarry2022-02-25
包莖包在雞雞身上好像才比較合理吧
Andy avatarAndy2022-02-23
通常傳出的消息都是美化過,真實良率?
Bennie avatarBennie2022-02-25
35可能還是很給面子的數字了…
Daph Bay avatarDaph Bay2022-02-23
8 Gen 1 = 包莖1
Zora avatarZora2022-02-25
韓國三星包莖的良率不到35%
Emma avatarEmma2022-02-23
下一片的錢只有35%能用 哪個客戶會買單 還是三星佛
心來的 壞的免費
Gilbert avatarGilbert2022-02-25
這啥小翻譯
Frederic avatarFrederic2022-02-23
高通這二年旗艦晶片真的鳥,該放棄Android了?
Joe avatarJoe2022-02-25
良率再往下掉一點就可以跟高端拼了
Puput avatarPuput2022-02-23
漏尿廠別浪費沙子變成垃圾好嗎
Franklin avatarFranklin2022-02-25
一部分包莖
Erin avatarErin2022-02-23
三星把蘋果跟高通都拖下水過 猛XD
Kristin avatarKristin2022-02-25
良率35趴 顛覆我的三觀
Lauren avatarLauren2022-02-23
包莖
Jacky avatarJacky2022-02-25
35%也在量產,打腫臉充胖子
Rebecca avatarRebecca2022-02-23
笑死 包莖訂單是啥
Thomas avatarThomas2022-02-25
是買一送三嘛?然候跟WTO投訴台G寡佔
Sarah avatarSarah2022-02-23
良率35%?做一個賠一個..
Christine avatarChristine2022-02-25
不知道是不是像台積當初賠老黃的作法,by die 賣
35% 真的很低.
Leila avatarLeila2022-02-23
35%…這是試產等級的良率吧
Queena avatarQueena2022-02-25
買產能送光罩,以die 算錢, 三星跟二弟不都這樣玩
Irma avatarIrma2022-02-23
老黃GPU die size 跟手機CPU不能比
Brianna avatarBrianna2022-02-25
大顆GPU滿血die應該也是不會到35%
Hedwig avatarHedwig2022-02-25
曝光!三星員工“捏造半導體制造產量與良率” 偽造3
、4與5奈米節點遭調查
原址 https://m.hk.investing.com/news/stock-marke
t-news/article-216581
還要相信三星半導體還是信三爽絆倒體?
Carolina Franco avatarCarolina Franco2022-02-23
高通盯場 懂製造還會下三星喔…
Queena avatarQueena2022-02-25
包莖
Jack avatarJack2022-02-23
三星是高通的大客戶 三星威脅要抽單所以高通才會下
Edwina avatarEdwina2022-02-25
三星 不過既然三星承認良率差 高通可以轉台積 對gg
Una avatarUna2022-02-23
是好事 但對發哥就不是好事了 同樣是gg製程 發哥就
沒有優勢
Anonymous avatarAnonymous2022-02-25
原來8gen1本名叫包莖1
三星就是那麼爛 洗洗睡
Anonymous avatarAnonymous2022-02-23
包莖不可恥,但要翻出來洗
Joseph avatarJoseph2022-02-25
良率沒過50%的製程就是個屎
John avatarJohn2022-02-23
三星:不爽不要用… 不轉單就是放給他爛!肯定要跑
James avatarJames2022-02-25
阿就報廢片太多出一堆report才被電爆啊!又沒什麼改
善當然派人去釘很正常
John avatarJohn2022-02-23
韓國有35%包莖