Samsung might Win Customers from TSMC

Published:2012/2/21 20:50:00 Author:Phyllis From:SeekIC

On Feb. 21st, Samsung touted its new 32 nm high-k metal gate process, which showing features it hopes might win customers over from a supply constrained TSMC.

While presenting its upcoming 32-nm quad-core mobile processor ostensibly, Samsung spent much of the time presenting its new process, which uses dynamic thermal management and body bias techniques for a significant 40% performance increase over its 45-nm Exynos chip.

Intel and Globalfoundries have been shipping chips with HKMG for a while now, but with Samsung and TSMC joining the fray, the fab playing field is somewhat equalized.

With the industry bracing itself for a tight supply of 28-nm from TSMC, Samsung’s 32-nm process and excess capacity manufacturing facilities could prove an attractive alternative to the likes of Nvidia, or even AMD.

Analysts believe TSMC would give priority to customers like Apple or Qualcomm for the 28-nm process, which would make it difficult for smaller players to get the supply they needed. Samsung is not supply constrained, and the difference between a 28-nm process and a 32-nm process using HKMG is fairly marginal in terms of the end result.

On the other hand, some in the industry still have qualms over using Samsung as a foundry, both because the firm competes with almost every one of its potential customers and because its fabrication capabilities are still widely untested.

Those capabilities were being put under the microscope on Feb. 21st, with Samsung also talking up its dynamic thermal management system for mobile SoCs, as well as power gate technology for every CPU and even inside the GPU, allowing power to be switched off, cutting leakage at the source.

Body Biasing would also give Samsung a differentiating factor from the likes of Intel, which doesn’t use the technology. Body Biasing can be used to either speed up a transistor when full throttle is needed, increasing leakiness slightly, or it can slow the transistor down, stemming leakage for a more optimal low power state.

However, whether customers will be enticed or not remains to be seen.

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