Samsung Electronics has successfully acquired a data center AI chip customer, marking a major milestone in its advanced 4-nanometer manufacturing process. ZDNet Korea reports that industry sources indicate Samsung Electronics' manufacturing division recently won an order to produce AI chips for data center servers. The chips will be mass-produced in the second half of next year using Samsung Electronics' design subsidiary and employing their 4-nanometer process. This is the first time Samsung has received an order for such a chip from a customer.
This new order may be attributed to the relatively stable evaluation of Samsung Electronics' 4nm process yield rate. Securities analysts assess that Samsung's 4nm process yield has reached a level comparable to that of TSMC. Previously, industry experts estimated Samsung's yield at around 50%, compared to TSMC's yield of 70-80%. However, recent estimates suggest Samsung has now achieved a 4nm process yield of 75%.
In April, Samsung began offering Multi-Project Wafer (MPW) services for the 4nm process, further demonstrating their yield stability. MPW service refers to the production of multiple chip types on a single wafer, enabling the creation of sample products from various package manufacturers. A stable yield is necessary for the initiation of these services.
Besides securing new orders for the 4nm process, Samsung Electronics also recently received significant new orders for their 5nm process.
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