Samsung's OEM factory is producing 2-nanometer prototype products for Qualcomm
Three days ago, Samsung Foundry revealed that it was developing a very advanced SF2 GAAFET process - South Korean media reports said the manufacturing giant hopes to defeat its main competitors in the future 2-nanometer node field. According to media reports on Tuesday, the two sides have established a development partnership to provide optimized next-generation ARM Cortex-X CPUs developed on the latest full gate (GAA) process technology at Samsung's foundries.
Industry observers in the smartphone chipset industry believe that the Samsung 3 nanometer GAA process did not meet customer expectations due to reported yield issues. TSMC seems to have achieved victory in this field. There are reports that the production target for the next generation of 3 nanometer nodes has been set to produce 100000 wafers per month by the end of 2024.
An article by Sedaily suggests that the company's cutting-edge manufacturing technology has attracted the interest of well-known manufacturers: "Samsung Electronics is leveraging these advantages to win orders for the 2-nanometer project and the production of 2-nanometer artificial intelligence accelerators by Japan's largest artificial intelligence company, Preferred Networks (PFN), taking the first step.". Qualcomm, the world's largest system semiconductor design company, has also discussed the production of 2-nanometer prototypes with Samsung Electronics' system LSI department, which designs high-performance chips. “
According to a news report in December 2023, Samsung's leadership is offering discounts on contract manufacturing prices for 2-nanometer wafers to maintain competitiveness with competitors. Qualcomm may be evaluating the 2-nanometer SF2 GAAFET process for future Snapdragon 8 "Gen 5" chipsets, while Samsung LSI may be developing a 2-nanometer "Exynos 2600" SoC design.
KB Securities researcher Kim Dong won provided some expert analysis: "Due to the decline in operating rates, Samsung's OEM business has been performing poorly since the second half of last year (2023)... Recently, the increase in advanced process orders, including 2 nanometers, has provided an opportunity for Samsung's OEM business to turn losses into profits, enabling it to compete on a par with TSMC in the future."
An article by Sedaily suggests that the company's cutting-edge manufacturing technology has attracted the interest of well-known manufacturers: "Samsung Electronics is leveraging these advantages to win orders for the 2-nanometer project and the production of 2-nanometer artificial intelligence accelerators by Japan's largest artificial intelligence company, Preferred Networks (PFN), taking the first step.". Qualcomm, the world's largest system semiconductor design company, has also discussed the production of 2-nanometer prototypes with Samsung Electronics' system LSI department, which designs high-performance chips. “
According to a news report in December 2023, Samsung's leadership is offering discounts on contract manufacturing prices for 2-nanometer wafers to maintain competitiveness with competitors. Qualcomm may be evaluating the 2-nanometer SF2 GAAFET process for future Snapdragon 8 "Gen 5" chipsets, while Samsung LSI may be developing a 2-nanometer "Exynos 2600" SoC design.
KB Securities researcher Kim Dong won provided some expert analysis: "Due to the decline in operating rates, Samsung's OEM business has been performing poorly since the second half of last year (2023)... Recently, the increase in advanced process orders, including 2 nanometers, has provided an opportunity for Samsung's OEM business to turn losses into profits, enabling it to compete on a par with TSMC in the future."