DigiTimes writes Samsung is planning to strengthen its foundry business. The company is capable of manufacturing logic devices on a 45nm node, it's a threat to UMC, but market sources do not expect Samsung to pose a threat to TSMC until 2012.
Industry sources believe that Samsung Electronics is seeking to boost its system LSI operations in addition to its ambition in the memory segment. The leader in DRAM and NAND flash memory production looks to expand its share of the foundry pie, vying for more outsourcing orders from Qualcomm, according to the sources.
Qualcomm is among the major customers of Samsung's system LSI unit, which includes Texas Instruments (TI) and Xilinx, the sources said.