삼성파운드리의 첨단 공정 활용률이 90%에 달하다(2023.07.14)

2023.07.14

 

Samsung's utilization rates for advanced nodes reportedly reaching 90% (digitimes.com)

Samsung's utilization rates for advanced nodes reportedly reaching 90%

 

 

Thanks to the increasing demand for AI and automotive electronics, it is reported that the utilization rate of Samsung's foundry business is exceeding 90%, as Samsung secures more orders for its advanced processing nodes.

ET News quoted sources reported that the utilization rate for Samsung's foundry business for 5nm is about 80%, and the combined utilization rate for 5nm and 7nm processes reached 90%, up from 60% in 2022.

 

인공지능 및 자동차 전자제품에 대한 수요 증가로 인해, 삼성의 파운드리 사업의 이용률이 90%를 넘어선다고 

보도되었습니다. 삼성은 고급 공정 노드에 대한 주문을 더 확보함에 따라 이용률이 높아지고 있다고 전해진 것입니다.

ET 뉴스는 소식통을 인용하여 5nm 공정에 대한 이용률은 약 80%이며, 5nm 및 7nm 공정의 합산 이용률은

 2022년의 60%에서 2023년 90%로 상승했다고 보도하였습니다.

 

According to the report, the improving utilization rate can be attributed to two factors.

First, due to the rising demand for AI and automotive chips, fabless semiconductor suppliers in

South Korea and worldwide, such as Rebellions and Ambarella, are expanding their orders to Samsung.

Besides, the rising yield of Samsung's 5nm and 7nm processes also contributed to the utilization rates of

the foundry business.

 

보도에 따르면, 이러한 이용률 향상은 두 가지 요인으로 설명됩니다. 

첫째, 인공지능 및 자동차 칩에 대한 수요 상승으로 인해, Rebellions 및 Ambarella와 같은, 대한민국 및 전 세계의

팹리스 반도체 공급업체들이 삼성에 주문을 확대하고 있습니다.

둘째, 삼성의 5nm 및 7nm 공정의 수율 향상도 파운드리 사업의 이용률에 기여하고 있습니다.

 

Meanwhile, WCCFtech quoted ZDNet Korea saying that a significant customer in the data center industry had placed orders for Samsung's 4nm process after Samsung experienced improvements in its foundry business,

particularly in yield rates. The report also said that the yield of Samsung's 4nm processes,

such as 4LPP and 4LPP+, had reached a level similar to that of TSMC.

 

한편, WCCFtech는 ZDNet Korea의 발언을 인용하여, 삼성의 파운드리 사업에서 특히 수율 면에서 개선이 이뤄진 후에 

데이터 센터 산업에서 중요한 고객이 삼성의 4nm 공정에 주문을 한 것으로 알려졌습니다. 

보도에 따르면, 4LPP 및 4LPP+와 같은 삼성의 4nm 공정의 수율이 TSMC와 유사한 수준에 이른 것으로 알려졌습니다.

 

Business Korea reported that the yield rates for Samsung's 4nm process reached above 75%, and that of Samsung's 3nm process is expected to reach more than 60%.

As the chip industry is experiencing a cyclical downturn, ET News quoted industry insiders saying that orders that were previously postponed or canceled due to the lackluster economy are gradually recovering, and Samsung's increasing utilization rate is expected to have a positive impact on the industry.

 

비즈니스 코리아에 따르면, 삼성의 4nm 공정의 수율은 75% 이상으로 달성되었으며, 

삼성의 3nm 공정의 수율도 60% 이상으로 예상됩니다.

반도체 산업이 순환적 하강을 겪고 있는 가운데, ET 뉴스는 산업 관계자들의 발언을 인용하여, 이전에 불확실한 경제로

인해 연기되거나 취소된 주문들이 점차 회복되고 있으며,

증가하는 삼성파운드리  이용률은 산업에 긍정적인 영향을 미칠 것으로 예상된다고 보도되었습니다.