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it home reported on september 25 that korean media zdnet korea stated in a report yesterday local time that samsung electronics' device solutions (it home note: ds) department's foundry business unit has recently faced difficulties on both the advanced and mature processes.

the report claims that similar views are held both inside and outside the korean semiconductor industry.samsung needs to make a quick decision to improve the competitiveness of its foundry business。

although samsung electronics has won a certain number of orders from small ai chip design companies in the 5~4nm process field, when it comes to 3nm and below, the confirmed external orders only come from panasonic semiconductor and preferred networks.

as for the company's in-house foundry products, the exynos 2500 processor based on the 3gap process, which may be used in the galaxy s25 series smartphones, still faces production capacity issues, and the possibility of actual installation is unclear.

the lack of large-scale advanced process orders from leading semiconductor companies has made it difficult for samsung's foundry division to accumulate sufficient production experience and data in production, like its competitor tsmc.failure to form a virtuous cycle of "receiving orders - process improvement - receiving orders..."。

in the field of mature processes, although some korean and chinese companies consider using samsung's production capacity, these design companies will compare samsung's process, which is nominally one generation more advanced, with tsmc's node (such as samsung electronics' 8nm and tsmc's 12nm).

this shows that samsung electronicsthe yield rate, energy efficiency and other parameters of mature processes have not yet been recognized by fabless design companies.。

▲ samsung electronics suwon headquarters

intel, which aims to challenge tsmc and samsung in the foundry field, announced on the 16th of this month that it would split its foundry business into an internal subsidiary with an independent board of directors. an industry insider told korean media,samsung electronics should also make large-scale adjustments to its internal corporate structure。

however, this person believes that samsung should adopt a different strategy from intel: to separate the system lsi business unit. this move is believed to strengthen the cooperation between the foundry business unit and the memory business unit on euv lithography technology and promote the development of the korean chip design ecosystem.