According to sources, in April this year, Samsung Electronics had increased the yield of the 4-nanometer process from about 60% to at least 70%. Recently, there have been further reports that Samsung Electronics has further improved the yield rate of this manufacturing process, currently exceeding 75%.

On July 11, Park Xiangyou, a researcher at Hi Investment&Securities, said in a report that "Samsung Electronics has recently successfully improved the yield of 4nm process", and raised "the possibility of Qualcomm and Nvidia working together again".

Previously, Samsung Electronics' OEM factories had experienced delays in product launch and slow improvement in process yield below 10nm, leading to major customers turning to TSMC. As a result, TSMC's capital expenditure and production capacity last year were 3.4 times and 3.3 times that of Samsung Electronics' OEM business, respectively.

In terms of advanced processes below 7nm, TSMC's market share has reached 90%, further widening the gap between the two companies.

After the increase in yield, Samsung Electronics is also expected to expand its customer base for 4nm process technology. The researchers also mentioned in the report that the possibility of Qualcomm and Nvidia being entrusted to Samsung Electronics again is increasing.

In the field of Foundry model, Samsung Electronics once occupied a considerable market share, and even manufactured A-series chips for Apple. However, after entering the 10 nanometer process, due to delayed mass production time and slow improvement in yield, the main customers turned to competitors TSMC. In recent years, TSMC's market share has been much higher than Samsung Electronics.