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※ 本文轉寄自 ptt.cc 更新時間: 2022-02-23 00:44:10
看板 Tech_Job
作者 kyle5241 (Kyle Korver)
標題 [新聞] 三星良率低到逼迫高通換供應商
時間 Tue Feb 22 23:23:57 2022


https://tinyurl.com/mr2a9znb
Samsung’s Low Chip Yield Forces Qualcomm To Switch Suppliers
[圖]
Samsung set out on an ambitious plan to bolster its chip business by producing semiconductors for other companies. However, one of its largest clients ...

 

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 supply | PC Gamer
[圖]
If you’re a fabless company that relies on external chip manufacturing from companies like TSMC, you’re forced to compete for limited wa ...

 
Nvidia is set to spend at least $10B to secure its share of limited 5nm chip s
upply



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flower42    : https://i.imgur.com/ZHqtML9.jpg1F 02/22 23:33
flower42    : 我看了什麼.jpg
[圖]
※ 編輯: kyle5241 (114.43.65.192 臺灣), 02/22/2022 23:36:23
outzumin    : 包莖去割掉啊3F 02/22 23:39
Jerry469    : 沒事 有記憶體事業在養4F 02/22 23:39
flower42    : 不過良率不到35%還量產是啥概念5F 02/22 23:40
Royalweger  : 包莖1有這樣的綽號啊6F 02/22 23:42
jack168168tw: 8 Gen 1 包___17F 02/22 23:43
s1612316    : 翻譯是不是在臭8F 02/22 23:43
et7878789   : ai翻譯嗎?9F 02/22 23:44
et7878789   : https://i.imgur.com/9wE9Rzo.jpg
[圖]
yugi2567    : 包莖11F 02/22 23:44
jack168168tw: mobilecomm都這樣稱8 gen 112F 02/22 23:46
iPhone5Plus : ...13F 02/22 23:47
FTICR       : 良率35%這應該是機密 是怎麼傳出了的呢?14F 02/22 23:47
et7878789   : 內鬥放消息洗牌剛好吧15F 02/22 23:51
ss5010593   : 能接受良率35%的產線應該爽到炸16F 02/22 23:52
chocopie    : 良率35%!簡稱MIKO%,MIKO也直呼內行17F 02/22 23:54
chunyo0229  : 把包莖分出來 包在其他人身上嗎18F 02/22 23:57
alongalone  : 微妙的新聞 明天開盤台gg了嗎19F 02/22 23:57
SkyShih     : 一部分包莖?20F 02/22 23:59
et7878789   : 又要開始晶片門抽G蛙做的包莖惹21F 02/23 00:01
a810086     : 35%還能出貨???封裝廠都沒這種規格22F 02/23 00:04
good5755    : 包莖 plus 很早就有消息要請GG代工了23F 02/23 00:05
wtl         : 長官到現場看? 應該指著鼻子大罵 給GG生產 我早就去24F 02/23 00:08
anleyou     : 35%還量產…是要賠到脫褲嗎25F 02/23 00:09
dhccc       : 這樣不是成本爆高 獵戶座還生的出來嗎26F 02/23 00:09
wtl         : 渡假了27F 02/23 00:11
fp737       : 沒50~60也是在出貨了28F 02/23 00:19
lovecorgi   : 良率35%……完了GG要噴到宇宙了29F 02/23 00:20
chunfo      : 看來中芯才是三星的對手30F 02/23 00:24
lponnn      : Fab整個賣給tsmc啦31F 02/23 00:25
lponnn      : 台積省成本 三星減少一些損失
Calderon    : 包莖難怪良率這麼差阿33F 02/23 00:27
et7878789   : 三星跟中芯可以一起去拍八點檔了34F 02/23 00:27
TISH12311   : 0.9^10 ~=0.3535F 02/23 00:31
questioner  : 其實我都很不懂派管理層去盯線的用意是?36F 02/23 00:33

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