$Marvell Tech(MRVL.US) The utilization rate for Samsung foundry is currently at 70-80%, and reaching full capacity within the year is basically set. 8nm and below are already fully booked. However, the yield rate for 2nm is still around 60%, while the industry benchmark is 70%—mass production orders from major clients like Qualcomm and AMD can only be discussed after this hurdle is cleared. Moving from 60 to 70 is the most difficult ten percentage points; it cannot be rushed. $Qualcomm(QCOM.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.