Share with friends and circle of friends with wechat scanning QR code < / P > < p > [text / observer network Lv Dong] < / P > < p > M & A, can it become an opportunity for Samsung to surpass TSMC < p > on November 29, Taiwan's Economic Daily reported that after Li Zairong, vice president of Samsung Electronics, returned to South Korea after his trip to the United States, Samsung was exposed that with the advantage of more than $100 billion in cash reserves, Samsung is likely to choose to acquire one or take shares in several international semiconductor giants, including Texas Instruments, Renesas, NXP, Infineon, Italy France semiconductor and so on, These companies are all important customers of TSMC < p > Paul Choi, research director of CLSA in Seoul, said: "it is very important for Samsung to acquire a non storage company. Samsung is the global leader in storage chips, but the non storage market is much larger. Combined with the current market, the situation of storage chips is being questioned, and the prosperity of logic chips and wafer foundry is very high." < / P > < p > neither TSMC nor the named manufacturers commented on relevant information. However, South Korean local media reported that Samsung was actively promoting the "meaningful M & a plan within three years" mentioned in the previous performance meeting, so as to achieve the previously set goal of "becoming the first in the world by 2030" < p > screenshot of Taiwan media < / P > < p > as the two giants in the global wafer foundry field, Samsung and TSMC are increasingly competitive. In terms of process technology, Samsung announced earlier that its 3nm process will adopt surround gate (GAA) technology different from TSMC fin field effect transistor (FinFET) architecture, and will be mass produced in the first half of 2022 ahead of TSMC. Meanwhile, Samsung's investment in building a new plant in the United States is also higher than TSMC's power consumption < p > Taiwanese media predict that after Samsung invests US $17 billion to build a new plant in Taylor, Texas, it will become a key location for Samsung's global semiconductor manufacturing together with the latest production line in pingze, South Korea. The new plant will not only adopt the most advanced 5nm / 3nm process, but also help Samsung to make up for its shortcomings in the field of logic chips < p > more importantly, the proximity of Taylor plant to North American customers helps Samsung win orders and serve customers nearby. Li Chengyu, chief analyst of Korea Youjin investment securities, pointed out: "Samsung must win orders from apple and Intel in order to become the first in the world.". It is very difficult to obtain orders from apple and Intel, but Samsung's recent acquisition of Google mobile phone orders shows that the company is benefiting from the wave of self-developed chips of North American technology enterprises < p > ranking of global foundry market share in the second quarter of 2021 data source: trendforce Jibang consulting < / P > < p > in view of Li Zailong's recent visit to the United States, many Korean investors believe that this is the signal that Samsung is considering using more than $100 billion in cash reserves for large-scale M & A. In the past four years, the total amount of mergers and acquisitions in the global semiconductor industry has exceeded US $200 billion, but Samsung has not participated in any mergers and acquisitions < p > Jin Yongyou, an analyst at SK securities, said that Samsung leaders should actively deal with these things, but Li Zairong was unable to play a role because of the lawsuits. In the third quarter of this year, the company's cash reserves reached $102 billion, far higher than Intel's $7.9 billion and TSMC's $31 billion. At the same time, considering that Samsung is weak in the field of non memory chips and wafer foundry, many analysts expect Samsung to enhance its strength with mergers and acquisitions < p > industry insiders quoted by Taiwan media believe that Samsung Electronics is attacking TSMC through capital, technology and customers. People on the island are worried that if Samsung Electronics does invest in shares or even acquire relevant large semiconductor manufacturers, it may affect the wafer foundry outsourcing production strategy of subsequent relevant manufacturers, and even restructure the wafer foundry market structure < p > according to the analysis of the industry in the island, Samsung's investment and even acquisition of large international manufacturers will be very different from the previous TSMC customer Intel's investment in the acquisition of Altera and other manufacturers, because after Intel's investment and acquisition, Altera is still deepening cooperation with TSMC in manufacturing. However, after Samsung's acquisition of large international semiconductor manufacturers, it is afraid that it will adjust relevant orders to make its own wafer foundry, Thus eroding TSMC's orders < p > the report quoted industry news that in order to achieve the goal of first semiconductor system integration, Samsung Group was exposed to lock in shares or even mergers and acquisitions of major manufacturers such as NXP in the Netherlands, Ti, Renesas in Japan, Infineon in Germany and st in Europe. Among Samsung's customers interested in acquiring TSMC, except Texas Instruments and Renesas, the market value will exceed US $100 billion, and the market value of other manufacturers is about US $40 billion to US $60 billion < p > screenshot of Taiwan media report < / P > < p > at the same time, Taiwan media also warned that if Samsung really invests in or takes shares in relevant enterprises, it seems that it has an opportunity to find TSMC customer orders to fill the vacancy in the wafer foundry production line, but it may also undermine the highest principle of the wafer foundry industry: neutrality < p > people on the island observed that Samsung's current vertical integration (IDM) model is more complex than TSMC. TSMC does not compete with customers and focuses on wafer manufacturing, while Samsung has multiple private brands while foundry wafers, both cooperating and competing with customers. If Samsung invests in semiconductor enterprises such as NXP and Infineon in the Netherlands, it will violate the taboo of wafer foundry enterprises competing with customers