Samsung plans to overtake TSMC by 2030

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While Samsung still lags behind TSMC, the South Korean foundries have already managed to overtake Intel in terms of revenue in 2021. Samsung invests 70 percent of annual revenue in improving production capacity, while TSMC invests only 50 percent. Therefore, the South Korean giant is confident that it can catch up and eventually overtake its main rival by 2030.

The competition between Samsung and TSMC will intensify even further this year. While Taiwanese foundries continue to cling to the sophisticated FinFET transistors, the South Korean giant is making a bold move to GAAFET technology for the 3nm nodes. Although only in their sixth year as a fully independent business entity, the Samsung foundries aren't all that far behind TSMC, at least in terms of the list of customers they serve. While it's true that many analysts still see Samsung's earnings lagging behind its Taiwanese competitor, the South Korean company is continually investing and improving production lines with a clear plan to overtake TSMC by 2030.

As DigiTimes reports, Samsung's foundry business started in 2017 as an independent entity with around 30 customers and has since grown that number to more than 100 (TSMC has 500 customers). Industry insiders claim that this customer portfolio could grow to over 300 by 2026. Active investment is being made in expanding production capacity, which is currently spread across five plants in Gyeonggi Province, South Korea, and Austin, Texas. Two additional plants are scheduled to be commissioned shortly: one in Pyeongtaek and one in Taylor, Texas.

Samsung isn't ignoring the chip shortages that are likely to affect most industries this year, but it's confident it can double production capacity by 2026. Recent orders from Samsung include 5nm chips for the HPC market, 4nm chips for Qualcomm's Snapdragon 8 Gen 1 SOCs and AMD's Chromebook CPUs, and 3nm chips for Qualcomm's next-gen SoCs and AMD's upcoming ones CPU/GPUs.

Given Intel's struggles in recent years, Samsung has been able to solidify its position, and South Korean foundries managed to surpass Team Blue in 2021 revenue. Industry insiders expect sales to be even higher in 2022, by $21-23 billion (+20 percent YoY), and 6-year forecasts show an almost triple increase to 50- $55 billion.

Sources):
DigiTimes

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