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三星或將成為全球唯一供應鏈,外媒:台積電要靠邊站了! – 有海水的地方就有中國人

三星或將成為全球唯一供應鏈,外媒:台積電要靠邊站了!

三星或將成為全球唯一供應鏈,外媒:台積電要靠邊站了!
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聊到芯片代工,大家会毫不犹豫考虑到台积电;毕竟人家是代工领域的“大当家”。但是,铸造领域谁是龙头,毫无疑问就是三星。原来,三星在先进技术工艺上并非在追赶台积电,而是在超越。其实三星也是一个不错的竞争对手。只是其本身存在缺陷,唯一的缺口可能就是它的散热问题。因此,好多客户都绕开三星转向台积电,然而,最近的一些情况正在悄然地改变着它们。


▲图片来自网络

很多行业内部人士分析称:三星这遇到了问题,以后恐怕很难取信于客户芯片代工市场,不过看来的情况有些令人匪夷所思。最近,有则消息称,谷歌将再次选择三星4nm工艺量产的下一代定制芯片,而且三星将成为唯一一家代工厂商。

4nm的芯片,选择三星,而非台积电代工;要知道之前高通骁龙8Gen1中出现过热和性能问题的三星工艺。在这种情况,谷歌还是选择了三星,而放弃了更强的台积电。这样的做法让人浮想联翩。


▲图片来自网络

在某种程度上,这可能是谷歌对自己的软件优化相当有信心,所以选择三星只是一个挑战。还有一种说法是谷歌的手机品牌名气太小了,作为一个太小的品牌,没有信心和台积电谈判,所以如果三星给出价格吸引力,也可能导致谷歌放弃台积电然后转向三星样的分析也是有道理的。综上所述,谷歌选择三星是很让人费解的。其次,即使谷歌对自己的系统优化相当有信心,也应该注意吸取过去的教训。刚开始国内朋友和商家吐槽骁龙8Gen1的情况,就这点三星目前还没有。说说有什么更好的办法解决。谷歌一点也不担心会重蹈高通的覆辙。到时候出来的成品会面临怎样的困扰?我们拭目以待。

其实说到底,就是一个实力的问题;之所以选择三星可能是因为前段时间,老美参观了三星芯片工厂。然后三星宣布了未来五年更大的投资计划。涉及的投资基金可以说是半导体领域的热点。在这种特殊的情况下,台积电似乎要重新评估扩产计划,因为未来很可能面临产能过剩的风险。因此,台积电下一步棋也不好走那 。


▲图片来自网络

与此同时,三星还在积极与荷兰的ASML接洽;仔细看看三星的这些动作,由此推断,三星未来或将成为老美手里的一个“傀儡”,而台积电将变成姥姥不疼,舅舅不爱的外人了;和台积电的对比,很难不觉得老美过于宠爱三星了。也就是说,未来芯片代工领域,三星可能会获得更好的资源和技术支持。


▲图片来自网络

对此,外媒也表示,台积电目前的局势十分鲜明。要面临的问题也十分突出,毕竟三星未来将拥有强大的生产和代工能力,可能不仅仅是一家公司,还可能受到其他因素的影响,还有半导体龙头企业与三星的合作更多。如果台积电不努力,恐怕以后芯片代工模式会“改天换地”。

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