Samsung missed its production targets: It may lose the race

By admin, Kasım 12, 2024






Samsung missed its production targets: It may lose the race




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One of the world’s largest semiconductor manufacturers Samsungin the second generation 3nm process It still hasn’t solved its manufacturing problems. Now in a new report, the foundry’s efficiency rates for both the first and second generation 3nm GAA node have been shared. The Korean giant may lose the 2nd generation 3nm race.

Brands are turning to Qualcomm

For those who missed it, Samsung’s expectations from the second generation 3nm process are quite high. Power, performance and space efficiency in areas such as important developments It is said that it will happen. However, while this is happening, production targets have still not reached the expected level. Moreover, rumor has it that Samsung has set a 70% yield target for both the first and second generation 3nm GAA node.

However, the company has not achieved this goal, which explains why interest from new customers has been low. So much so that second generation 3nm GAA yields could not even reach one-third of the targeted rate. being spoken. According to information supported by local articles, an efficiency ranging from 50-60% can be achieved with Samsung’s first generation 3nm technology, ‘SF3E-3GAE’.




Samsung missed its production targets: It may lose the race




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Although this rate is approaching the targeted 70%, it is not yet at a level that would justify customers ordering this lithography process. Therefore, large customers such as Qualcomm have shifted production to TSMC due to Samsung’s low efficiency. The efficiency rate of the second generation 3nm process is around 20%, which is less than a third of the initial target set by Samsung.

Apparently, 3nm GAA technology is a serious problem for Samsung and will take time to solve. Therefore, the company can focus on transferring its resources and capabilities to the 2nm node. An earlier report suggested that Samsung was developing an Exynos chip codenamed ‘Ulysses’ with ‘SF2P’ technology and that it would launch in one of the Galaxy S27 models in 2027. In summary, if Samsung can seize this new opportunity, it can create a long-term exit for itself.

























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