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中文(ZH) 三星4nm产能基本售罄，部分8nm产能满负荷运转，已开始选择性接单

Samsung Foundry's 4nm capacity sold out amid AI chip demand surge

By PulseAugur Editorial · [2 sources] ·

Samsung Foundry is experiencing a surge in demand for its advanced semiconductor manufacturing processes, particularly for AI-related chips. The company's 4nm process is nearly sold out, with capacity for next year also fully booked. Additionally, some 8nm process lines are operating at near full capacity. This increased demand has led Samsung Foundry to implement an allocation system, prioritizing existing clients and selectively accepting new orders, reflecting a broader industry shift towards AI accelerators and HPC chips. AI

IMPACT This surge in demand for advanced semiconductor manufacturing highlights the critical role of foundries in enabling AI development and deployment.

RANK_REASON Significant industry news regarding semiconductor manufacturing capacity and demand shifts driven by AI.

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AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

Samsung Foundry's 4nm capacity sold out amid AI chip demand surge

COVERAGE [2]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    4nm Nearly Sold Out, Some 8nm Approaching Full Capacity: Samsung Foundry Begins Selective Order Acceptance

    据报道，业内人士称，随着AI半导体需求升温、全球大型科技公司订单增加，三星电子晶圆代工部门已针对部分制程启动配额机制（allocation），将有限产能集中分配给较重要的客户和制程，将产能优先分配给现有客户，新客户订单则选择性承接。（新浪财经）

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Samsung's 4nm capacity is basically sold out, some 8nm capacity is running at full load, and selective order acceptance has begun

    据ChosunBiz，业内人士透露，三星电子晶圆代工部门近期调整了供货策略，优先处理现有客户的订单，并有选择地接受新客户的订单。行业分析师指出，人工智能市场的爆炸式增长正在从根本上改变晶圆代工的需求结构。此前主要集中在智能手机应用处理器（AP）上的先进制造工艺需求，近期已转向人工智能加速器芯片、专用集成电路（ASIC）芯片和高性能计算（HPC）芯片。三星晶圆代工的4nm工艺产能已基本售罄，甚至明年的产能也已售罄，部分8nm工艺产能也几乎达到满负荷运转。 （财联社）

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