This may have been the ideal time for Samsung to accelerate 4nm production and win back its lost customers as it was already providing 3nm GAA chips to customers in a limited capacity. The manufacturer plans to raise wafer output to 20,000 per month in the fourth quarter of this year, but the company’s prior inefficiencies have contributed severely to the hindrance in the development of its Foundry Services. For example, Qualcomm is continuing to use TSMC for both the Snapdragon 8 Plus Gen 1 and the future Snapdragon 8 Gen 2 after initially launching the Snapdragon 8 Gen 1 on Samsung’s 4nm technology. Research organizations claim that Samsung’s capacity for advanced manufacturing badly lags behind TSMC’s, with the Korean powerhouse producing only one-fifth as much as its rival. It will be interesting to watch whether the company maintains its dominant position over the next several years even though both Samsung and TSMC refused to elaborate on their plans.
