Last month, Apple released the new iPhone 15, equipped with the A17 Pro chip manufactured by TSMC. This marks the first application of TSMC's 3-nanometer process in top-tier chips, putting Samsung Electronics, which has achieved mass production but has not yet released a 3-nanometer product, in the rearview.
Many experts state that while the actual value of 3-nanometer chips is yet to be fully realized in current applications, TSMC currently leads in cutting-edge chip development. Additionally, according to reports from Korean media, Samsung Electronics' semiconductor business revenue seems to have lagged behind TSMC for four consecutive quarters. Although Samsung Electronics announced its second-quarter performance earlier this month, specific data for each business division were not provided.
Market observers estimate that the sales of the company's chip business (DS) department would be around 10.1 to 10.8 billion USD, nearly half of the 22.1 billion USD sales in the same period last year. If Samsung DS division's second-quarter performance aligns with market expectations, Samsung will have conceded the top spot in chip revenue to TSMC for four consecutive quarters since the third quarter of last year.
So, will the competitive situation between Samsung and TSMC continue like this? What are the real reasons behind it? Will Samsung truly continue to lag behind? Are 7-nanometer, 3-nanometer, and 2-nanometer technologies truly meaningful? Hi, welcome to Tech Teller. That and more is exactly what we are going to talk about today. Let’s get started!
