I te 4 o Hūrae, i whakaūngia e ngā puna ahumahi kua whakaū te kamupene hanga o Samsung Electronics i ngā ture tuku wātea mō ētahi pūnaha mahi matua, i te mea kei te piki te hiahia ki ngā tāpu AI me te whakapaua o ngā tono mai i ngā kamupene hangarau ā-ao, e whakararu ana i te tāpiritanga. I raro i te anga tuku hou, ka arahina te wātea ki ngā kiritaki pūmau i tēnei wā, ā, ka whakaaehia ngā tono mai i ngā kiritaki hou i runga i te tirohanga kōwhiringa.
E ai ki ngā pūrongo, kei te pākoko te wātea i tēnei wā e pā ana ki te 4nm o Samsung. Kua pūmau kē te wātea o te SF4X 4nm mō tēnei tau, ā, kua whakaritea i mua te wātea mō te tau 2027 e ngā kiritaki, kāore he wātea e toe ana mō ngā tono nui hou. Kei te tata te whakamahi i ētahi o ngā rārangi 8nm pakari o Samsung ki te wātea i te taumata pūmau, e hoki mai ana te rerekētanga i te tāpiritanga rahi.
Kua huri te hanga hiahia i te tino nui. I mua, ko ngā tono mō ngā pūnaha matua i whakatairangahia e ngā miihini tono pūkoro. I tēnei wā, ko te hiahia ka ārahi e ngā kaiwhakamahi AI, ngā tāpu HPC, me ngā taputapu rorohiko motuhake e pā ana ki te ASIC, me Nvidia, Google, Tesla, AI e pā ana ki Groq, me ētahi atu kamupene e piki ana i ngā rahi tono.
Hei urupare ki ngā herenga wātea, kua whakarereke te Samsung Foundry i tāna rautaki tango tono me ngā pā kāinga tāpapanga mā te tango he tauira tuku kōwhiringa. I roto i tana anga wātea iti, ka whakarārangihia e te kamupene ngā kiritaki pūmau mō te wā, ngā kaupapa AI whai uara nui, me ngā tono rahi mō ngā waka. Mo ngā kiritaki tuatahi, kāore e tango a Samsung i ngā tono i runga i te tikanga whānui, ka tuku wātea iti noa ki ngā hoa i tīpakohia me ngā tirohanga kaupapa mānukanuka me ngā rahi tono.
I kī ngā puna ahumahi ko te whakahāngai ka tino whakatinanahia mai i te 2026. E matapaetia ana ka whakaaro te kamupene ki te whakarite i te whakaputa nui i runga i te iti o ngā kaupapa paerewa mai i ngā kiritaki nui, e whakaiti ana i ngā ngaronga whaihua mai i te huri rārangi whakaputa auau mo ngā tono rahi e pā ana ki ngā tika.
E whakaatu ana ngā raraunga tono i te wātea kāinga o nāianei. I whakaatu he tangata ahumahi i Koria he pūnaha tono kāinga o Samsung Foundry e mōhia ana ko te tata e 50 trillion won. I te tautoko mai i te piki tonuhia i ngā tono tāpu AI, e matapaetia ana e whakatauhia te pakihi hei whakahaere whakahou i te hauwhā tuawha o te 2026.
Kei te pūmau te Samsung Foundry i te whakaputa nui mō ngā tāpu poari ako rorohiko a Tesla me ngā tāpu whai painga AI a Groq, i te pātea hoki ki te mahinga 4nm me Nvidia, Google, me ētahi atu kamupene hangarau ao kaiārahi.
I te taumata ahumahi, kua noho pūmau te wātea o TSMC i ngā pūnaha matua mō te wā roa, e tāpiri ana i ngā kamupene ao ki te whakarerekē i tā rātou rārangi tuku. Kei te tahuri ngā kiritaki ki te Samsung hei puna kōwhiringa tuarua ki te tuku tono, e piki ana te whakahihiko i ngā herenga wātea i ngā pūnaha matua o Samsung. Kei te pāhemo kāore hoki ngā kamupene hoahoa kore i Koria i ngā wā kutanga pūnaha tohu mō ngā whakamahi rahi me ngā whakarite wātea kaha, e pēnā ana i te rōpū rahi ki te maakete hoko.