Following TSMC’s letter suspending advanced process foundry services for AI chip companies in mainland China for 7nm and below, Samsung’s semiconductor foundry has also sent a similar notice to its mainland clients, according to Economic Daily News. Samsung declined to comment on this matter. Mainland Chinese manufacturers, including SMIC, are still grappling with low yield rates for the 7nm process and smaller nodes, leading to limited production capacity. While production can still proceed using DUV (Deep Ultraviolet Lithography) technology without considering cost, mainland Chinese manufacturers have few commercial customers in the AI and GPU sectors who are actively submitting wafers for production, the report said. [Economic Daily News, in Chinese]
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