Samsung to strengthen foundry Taiwan Semiconductor Manufacturing orders affecting the territory of terror

Samsung to strengthen foundry Taiwan Semiconductor Manufacturing orders affecting the territory of terror

South Korean semiconductor giant Samsung Electronics (SamsungElectronics) has revised capital expenditure, which in the system LSI (SystemLSI) sector, capital expenditure increased by more than 50%, up to 2 trillion won to meet the cell phone system-on-chip (SoC) needs to show Samsung's intention to strengthen the foundry business. Interpretation of the trade, Samsung mainly focus on the largest customers of Qualcomm (Qualcomm) phone chip orders, the future will expand the pie in the TSMC order high-pass, high pass transfer of the territory of change orders to be seen, some of the industry that the larger threat of terrorism after the show in 2012.

Samsung recently revised capital expenditure plan, proposed to 2 trillion won used in system LSI department, to meet the mobile phone, digital TV SoC high demand on the investment than the original version of the 1.3 trillion won is expected to increase 53.8%, more 5,000 billion won in 2009 was more than doubled over the full scale to enhance production capacity. Samsung's so much action in the semiconductor sector into 11 trillion won, in addition to promising the next few years the global PC market with high growth economy, the intent of this widening gap with its competitors, the global DRAM market to achieve air superiority; the same time, Samsung would like to take with Taiwan TSMC technology strength closer in an attempt to carve up high-margin foundry market, target opponent will be TSMC.

That the semiconductor industry, Samsung is the season in the foundry capacity 27 000 (about when the 8-inch wafer), according to Samsung's latest production plans, the end of 2010 season is expected to increase production capacity of 40,000, by the end of 2011 mention to rise to 125,000, to the end of 2012 will push up to 200,000 quarter-scale production.

According to a semiconductor factory, chairman pointed out that, according to the transcript of their high-level understanding with Samsung, Samsung intends to deep plowing in the field of wafer foundry, TSMC foundry Samsung fancy excellent profitability, therefore, intends to aggressively involved in crystal Round Foundry.

That the semiconductor industry, Samsung System LSI sector's largest customer for the high-pass, as Texas Instruments (TI), Xilinx (Xilinx) and other chip makers have also carried out to vote in the Samsung chip, while Samsung's mobile phone unit to Qualcomm baseband chip procurement , Qualcomm is also one of the first 2 big clients, Samsung System LSI department intends through the above-mentioned advantages, like to win more orders for the high pass.

Samsung's logic products have entered the 45-nanometer manufacturing process, Samsung has officially declared that the level of the foundry process technology has reached the level of 45-nanometer process, will work with TSMC, UMC, GlobalFoundries other foundry manufacturers on an equal footing, 32/28 even more advanced R & D progress on the nanometer process, has threatened to UMC.

It is noteworthy that Qualcomm now cast films mainly in TSMC, TSMC's largest customer, so Samsung would lead to speculation whether it will impact the industry both to TSMC foundry orders. That the semiconductor industry, Samsung lock large customers rather than the overall expansion, snatching a single flavor, show with Samsung for the foundry industry, the threat was improved significantly.

However, still need to carve out time for production, coupled with certification have to spend a lot of time, therefore, expected to Samsung in 2010 ~ 2011, TSMC would not affect existing orders for the high-pass, but the larger threat fermentation in 2012, this fear will supply the semiconductor industry have a negative impact on competition.

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