Ama-Samsung Vies for Meta ai chip oda, kepha isivuno se-3NM siwela ama-60%

Imibiko yaqhamuka ukuthi isivuno senqubo ye-Samsung 3nm ingaphansi kwama-60%, ngokuvumela i-TSMC ukuthi ilondoloze isabelo esiphakeme semakethe.

Kubhekulule ukuthi i-samsung yakwa-Samsung izokwenza ukubuya emkhakheni wezokukhiqiza i-semiconductor nge-3gap node yayo ezayo, evikelekile izinkontileka ezinemidondoshiya yezimboni ezinjenge-IBM, NVIDIA, kanye ne-Qualcomm.Lokhu kungabikwa ngezinkinga zamandla e-TSMC.Kodwa-ke, umbiko ukhombisa ukuthi umakhi we-chip usabhekene nezinselelo eziningana ezidinga ukubhekelwa.

Izinga lesivuno lama-3NM we-3NM we-3NM kubikwa ukuthi lisenkingeni "maphakathi nebanga eliphakeme kakhulu," lihambisana namahemuhemu wangaphambilini acishe abe ngu-60%.Abahlaziyi bezimboni baphawule ukuthi indlela "ye-GAA yokucubungula ayikazinzi," echaza amanani okuvunyelwa kwesingeniso.

Umbiko ugcizelela ukuthi ukusebenza kwe-4NM ye-Samsung kungcono, ngesilinganiso sesivuno esingaba ngu-75%.Lezi izindaba ezinhle ze-Google, njengoba i-TESONOR G4 SOC yochungechunge lwePixel 9 izokwenziwa kusetshenziswa i-4LPP + ye-Samsung.

Ngaphezu kwalokho, kubike ukuthi ngesikhathi sokuhambela kwakamuva eSouth Korea, i-CEO kaMeta, uMark Zuckerberg, kuxoxiswana ngokubambisana okubambisana nge-Samsung, ngemiyalo ethile ye-AI Chip engahle iphathwe nge-samsung yakwa-samsung.

Imithombo yezindaba yaseKorea ikhombe isikhulu esingesilo isiKorea saseNingizimu Korea, ibona ukuthi ngesikhathi somhlangano noZuckerberg, ukukhathazeka kwavuswa ngokuthembela kukaMeta ngaphezulu kwe-TSMC.Izingqinamba zamandla ezikhona kanye "nokungaqiniseki" ngesimo sokukhiqiza iTSMC kungaba nemiphumela yokuhlinzekwa kwe-meta esikhathini eside.

Ngokusho kwemibiko, i-meta isivele iphathise i-TSMC ngokukhiqizwa kwama-chips amabili wobulelesi bokufakelwa, ngesilinganiso sesivuno esibonisa inselelo enkulu yebhizinisi lakwa-Samsung appry.