Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens Wu Yanzu in South China for the delivery of clues! CTOnews.com May 2 news, Samsung Electronics is launching a fierce competition and collision with TSMC for 3nm chip orders. SF3 is the first 3nm node to adopt GAA-FET technology. Samsung has sent samples to major wafer-free semiconductor design companies to demonstrate their confidence in performance verification and try to regain the favor of customers.

Samsung claims that in the node development stage, its production yield can be maintained in the range of 60-70%. It is worth mentioning that yield is critical to attracting customers, because the average big customer will first consider based on capacity, followed by wafer cost, and TSMC's capacity is now occupied by Apple.

Samsung has previously been criticized for its engineering division's controversy over "fabricating" good rates to win customer business in 2022. Samsung said it will focus on 3-nanometer production in 2023-2024, namely SF3 (3GAP) and its improved version SF3P (3GAP+), and the company plans to launch its 2-nanometer nodes from 2025 to 2026.

It is said that most of Samsung Electronics's orders come from Mobile and HPC, which need high-performance and low-power semiconductors, and the yield of the 3nm process is on a stable track than it was at the beginning of mass production. According to CTOnews.com 's previous report, Samsung 3nm process has been ordered by Nvidia, Qualcomm, IBM, Baidu and other companies.

On April 30, TSMC held a North American wafer foundry technology symposium for major American customers and announced a production roadmap for the advanced process of next-generation wafer foundry. TSMC had planned to mass-produce N3E in the second half of this year, but has postponed it until next year. In addition, mass production of the further upgraded N3P and N3X will begin in 2025, and the N3A for the automotive industry will begin mass production in 2026.

"it is true that TSMC, which has a strong influence in the semiconductor industry, is one step ahead of the competition for orders with its experience in stabilizing the yield of existing advanced processes," said one industry insider. "but before TSMC uses GAA with a cost advantage, this will be a variable."

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