점유율 72 대 6, 격차는 11배인데 l 구글은 왜 삼성도 함께 보고 있을까

The news that Google is looking at Samsung over the proven TSMC might sound like a done deal. However, what was actually discussed was not the entire chip, but just a single piece. In June 2026, reports emerged that Google is considering Samsung as a candidate to manufacture a single piece of the memory I/O die for its next-generation Tensor Chip using Samsung's 2nm process. It is highly likely that TSMC will handle the main computing die, with mass production targeted for 2028. The gap in foundry market share is significant, with TSMC holding approximately 72% and Samsung about 6.5%. However, as the era of chiplets opens—where AI chips are split into multiple pieces due to reaching size limits—we will trace the structure to see how that single, small gateway piece could create a crack in TSMC's dominance. We will examine the value of this position as a gateway connecting memory and logic, Samsung's integrated experience in memory, logic, and packaging, and even the true gateway of back-end packaging, summarizing the observations on where the Korean semiconductor industry is finding a new path. This structural analysis is based on publicly available reports and data, and indicators such as yield and market share are based on the survey date of June 2026. [References] TrendForce · SamMobile, reports by The Korea Economic Daily · Korea Herald (June 2026), Tom's Hardware, SemiWiki #Semiconductor #SamsungFoundry #Chiplet #TSMC #GoogleTPU