Taipei, May 25 (CNA) A Samsung Group plan to invest $356 billion in core technologies such as semiconductors is unlikely to replace Taiwan Semiconductor Manufacturing Co. (TSMC) as the biggest chipmaker under contract to the world, a Taiwanese industry expert said on Wednesday.
While the US$356 billion investment could boost growth for Samsung’s semiconductor business in the future, the South Korean conglomerate still lags behind TSMC in terms of manufacturing technology and customer relationships, said Liu Pei-chen (劉佩真), a researcher at Taiwan Industry Economics. Taiwan Institute of Economic Research Database.
TSMC remains dominant in areas such as manufacturing technology and yields, and it continues to overtake major rivals Samsung and U.S.-based Intel Corp. in developing advanced semiconductor technologies, said Liu.
The Taiwanese company has already secured orders for its 3nm chips and is expected to begin mass production later this year, while Samsung is still grappling with 3nm manufacturing issues that could impact its ability to produce online. mass of chips and devices on this process, she said. .
In addition, TSMC, the world’s first dedicated semiconductor foundry, has also invested in the research and development of 2nm and 1.4nm technology, Liu noted.
Considering all these factors and Samsung’s longstanding problem of competing with its customers in certain areas, TSMC is likely to maintain its leading position in the global semiconductor industry, she said.
Liu said that although Samsung is second to TSMC in global foundry market share, the gap is huge, with TSMC holding a 52.9% share compared to Samsung’s 18.3%.
The South Korean conglomerate on Tuesday unveiled its $356 billion investment plan over the next five years to accelerate growth in its semiconductors, biopharmaceuticals and other core technologies.