Samsung chased TSMC and made another move. Samsung Group Vice President Li Zayong returned to South Korea after his trip to the United States. Recently, it was reported that Samsung Group intends to acquire TSMC’s important customers. Because of the abundant cash in hand, it is targeting Enzhi in the Netherlands. Major companies such as Shanghai Pudong and Infineon have invested or acquired shares.

TSMC and the related manufacturers who were named did not comment on the relevant information yesterday. However, according to local news in South Korea, the Samsung Group is actively promoting meaningful mergers and acquisitions within three years as mentioned in the previous law conference, and then achieving the goal of achieving the number one semiconductor growth by 2030.

Samsung Group’s recent merger and acquisition plan has attracted attention. This is Samsung’s use of GAA (surround gate) technology after the three-nanometer is different from TSMC’s FinFET (fin field effect transistor) architecture, and it claims that it will be earlier than TSMC in the first half of 2022. At the same time, after the United States spent a higher amount of money than TSMC to invest in building a new plant, it pursued TSMC’s actions again.

According to industry interpretation, Samsung Group is using silver bullets, technology, and customers to attack TSMC. The industry is also worried that if Samsung Group really invests in related index manufacturers in the future, it may change the production strategy of related manufacturers' foundry outsourcing, and even reorganize the foundry market structure.

According to industry analysis, Samsung’s investment and acquisition actions are very different from the past Intel Capital’s acquisition of Altera and other manufacturers. After Intel’s investment and acquisition, it is still deepening cooperation with TSMC in manufacturing, but Samsung will adjust related orders after completing the acquisition. Changed to its own foundry factory. As for the semiconductor leader TSMC, it is "being a customer's partner" to differentiate it from its competitors. TSMC President Wei Zhejia once emphasized that it "will never compete with customers" and take customer trust as its core value.

According to industry news, in order to achieve the first goal of semiconductor system integration, Samsung Group reportedly locked NXP in the Netherlands, Texas Instruments (TI) in the United States, Renesas Electronics in Japan, Infineon Technologies in Germany, and STMicroelectronics in Europe and other major manufacturers have invested in shares. Even mergers and acquisitions.

In the third quarter of this year, Samsung has 120.47 trillion won in cash in hand. Among the customers interested in acquiring TSMC, except for Texas Instruments and Renesas, the market value of which will exceed the budget of 100 billion U.S. dollars, the market value of other manufacturers are about 40 to 60 billion U.S. dollars.

According to the statistics of Samsung Group, after the construction of the new plant in the United States started with US$17 billion, the target global foundry capacity in 2025 will be doubled in 2017, and it is planned to increase to 3.2 times in 2026. At the same time, it plans to use acquisitions to promote Shijing in 2025. The customer base of Yuan OEM has increased from 100 this year to more than 300.