Yonhap News TV

Semiconductor Big 3 Survival Competition in earnest… Should Samsung make a large-scale investment

[앵커]

The competition for survival of the three global semiconductor companies is intensifying.

While TSMC announced its large-scale investment plan of 30 trillion won this year, Intel also decided to produce its own core parts.

There are many reactions that Samsung Electronics can’t just watch it, but it is noteworthy whether it will come up with an investment plan that is only worthwhile.

This is Bae Sam-jin.

[기자]

Despite the evaluation that the’semiconductor empire’ is not the same as it used to be, Intel ranked first in the world in operating profit last year.

TSMC, the No. 1 foundry, differed in sales from Samsung Electronics, but is expected to outperform the operating profit by about 3 trillion.

TSMC has announced a facility investment plan of 30 trillion won, which is significantly higher than before this year alone, and Intel plans to produce its own core parts such as 7-nano process from 2023.

This is Norim-soo, who wants to maintain the super gap through selection and concentration amid intensifying competition in advanced 7-nano and 5-nano processes.

For Samsung Electronics, which has to take care of memory, non-memory semiconductors and foundries at the same time, competition with those with technology and capital is a tough battle.

It is positive that Intel leaves the production of non-mainstream chipsets to Samsung, but if it fails to create economies of scale, the goal of No. 1 system semiconductor in 2030 may be shaken.

This is why the news that it will invest 30 trillion +α’ in foundries such as the United States will materialize when the final results are announced on the 28th.

“Samsung has its top priority to secure technology to secure the yield for the 3nm and 5nm process, and if the investment timing is missed, TSMC will be wiped out. Now, even if you have a risk, you must invest…”

It is pointed out that the foundry market size this year is 6% higher than the previous year to $87.9 billion, and there is a need for a strategy to meet the expected increase in demand for 5G communications, artificial intelligence, autonomous driving, and the cloud.

This is Samjin Bae on Yonhap News TV.

Yonhap News TV article inquiries and reports: katok/line jebo23

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