TSMC 3nm Has ALL Top 20 Foundry Customers
What are the odds that after years of embarrassingly low yields from Samsung's 5nm and 4nm chips, which are using DECADES OLD FinFET technology, that suddenly their BRAND-NEW Gate-All-Around (GAA) technology will have yields greater than 25%?
Especially since eight (8) weeks ago, it was reported that Samsung's BRAND NEW 3nm GAA yields were around 15%.
Ask Nvidia or Qualcomm if they are taping-out any Samsung 3nm chips, after getting burned by Samsung claiming that their 5nm and 4nm yields where 70%, when they were actually closer to 25%.
I’ll bet they have ZERO 3nm foundry customers, for the foreseeable future.
It’s extremely unlikely that Samsung’s 3nm yields have improved much from eight weeks ago when it was reported to be 15%, considering the additional complexity of their NEW GAA construction.
Biting the hand that feeds IT
