Samsung's price reduction strategy reportedly works, 6nm process wins Qualcomm big order

According to the Taiwan Media Economic Daily report, supply chain sources point out that Samsung's strategy of price reduction and rush orders has worked, and Qualcomm has once again placed orders to use Samsung's 6nm process to produce chips.

Yesterday (6), Korean media Business Korea reported that Samsung has started mass production of chips using the 6nm EUV process last month. An official from a Samsung partner company said that 6nm products have been delivered to large North American corporate customers. Experts believe that this company is Qualcomm.

Supply chain sources pointed out that although Samsung claims to be 6nm EUV, its performance is still lower than TSMC's 7nm EUV. Qualcomm returned orders strongly to TSMC production last year. At this time, it placed another order with Samsung. It should be that Samsung ’s price reduction and rush order strategy has worked. The subsequent impact on wafer foundry prices is worthy of attention.

In 2019, TSMC has an advantage in terms of the number of 7nm customers. Although Samsung has not received many orders, it is still cultivating advanced processes and continuously expanding its production capacity. According to Jiwei.com, Samsung's current 7nm monthly production capacity is 150,000, which is higher than TSMC's 110,000. In addition, in the future 3nm node, Samsung is also a leader in GAA technology. As TSMC Zhang Zhongmou said, the war on the foundry leader has not ended.