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Foundry woes push Samsung to weigh once-unthinkable collaboration with TSMC
Waving the white flag on the back of a poor third quarter, Samsung Electronics has announced that it will collaborate with other chip makers in a bid to get serious traction in the HBM game.
"A possible partnership with TSMC, which is an unprecedented move, indicates that Samsung's foundry business has yet to improve its yield and that its technology is not preferred by major clients in HBM," said Park Sang-wook, a chip analyst at Shinyoung Securities. "Outsourcing the foundry business to TSMC while it also has a dedicated division should also put a serious dent in Samsung's confidence, but it has no other choice but to listen to its clients' demands at the moment." Despite pledging a whopping $23 billion to build advanced chip manufacturing facilities in Taylor, Texas, Samsung has failed to grab major clients due to poor yield, and has delayed its operation timeline from the initially planned 2024 to 2026.
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