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TSMC Secures Major 3nm Orders from Google and Qualcomm

Samsung Foundry faces setbacks in yield and power efficiency, prompting tech giants to shift to TSMC's advanced semiconductor technology.

Overview

  • TSMC's 3nm technology attracts high-profile clients including Google, Qualcomm, Apple, and NVIDIA.
  • Samsung Foundry struggles with yield and power efficiency issues, losing market share to TSMC.
  • TSMC plans to increase 3nm manufacturing costs by 5% and advanced packaging prices by up to 20%.
  • Demand for TSMC's 3nm products is expected to remain strong through 2026.
  • TSMC's market share in the foundry sector stands at approximately 61.7%, while Samsung's has dropped to 11%.