Reported 8 months ago
Recent rumors of TSMC raising prices for wafer foundry services have led to analyses by South Korean media, suggesting that despite the increase, major clients like NVIDIA, AMD, Apple, and Qualcomm will not likely switch to competitors like Samsung due to TSMC's strong technological capabilities and customer preference for quality over price. Clients such as NVIDIA, AMD, Apple, and Qualcomm have already secured TSMC's production capacity for 3nm chips until 2026, anticipating a 5% price increase. TSMC's technological strength and quality focus have positioned it favorably in the market, making it challenging for Samsung to attract key clients despite their 3nm production. Samsung's difficulties in securing orders are attributed to lower manufacturing yields and efficiency compared to TSMC, with Samsung's 3nm node reportedly underperforming in key metrics.
Source: YAHOO