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Klaralven

(7,510 posts)
Fri Mar 19, 2021, 01:21 PM Mar 2021

Samsung, TSMC are Spending to Widen IC Manufacturing Lead

TAIPEI — Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC) are poised to widen their IC manufacturing lead in the chip industry this year as they outspend rivals in production technology, according to industry watcher IC Insights.

The combined capital expenditures of Samsung and TSMC will reach at least $55.5 billion this year and reach a record high percentage of total semiconductor industry outlays, IC Insights said in a research bulletin this week. With no other companies able to match these huge sums, Samsung and TSMC will likely put even more distance between themselves and their competition this year with regard to advanced IC manufacturing technology, IC Insights said.

“Without extremely quick and decisive action by other IC producers or governments, Samsung and TSMC are well on their way to world domination of leading-edge IC process technology, the cornerstone of all of the advanced consumer, business, and military electronic systems of the future,” IC Insights president Bill McClean said in emailed comments to EE Times.

IC manufacturingThe increased dominance of the chip industry by the two Asian companies has wide-ranging geopolitical and business implications. In the past twelve months, governments in North America and Europe have started efforts to reduce their exposure to globally stretched supply chains by rebuilding their declining domestic chip industries.

Even so, Samsung and TSMC will probably continue to split the bulk of foundry work requiring advanced process technology as is the case today, according to Wedbush Securities executive vice president Matthew Bryson. The third-largest competitor in the chip industry, Intel, may continue to fall behind, he says.

https://www.eetimes.com/samsung-tsmc-are-spending-to-widen-ic-manufacturing-lead/

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