In recent years, chips have become a hot word on the Internet, and the discussion about chip technology on the Internet is unprecedented, and everyone has heard 7 nm and 5 nm before. But in just a few short years, it has evolved to 2 nm and 1 nm processes.
Recently, according to ETNews news report, Samsung has accepted Qualcomm's commission to develop a 2 nm prototype chip, and if Samsung's finished products can meet Qualcomm's requirements and the final yield rate is within the target range, then this order can be achieved.
Not only that, in the field of AI chips, Samsung took the lead and won the world's first 2 NMAI chip order. The order is from Japan's Preferred Networks LNC, which is also a Japanese AI giant.
After all, the world's chip manufacturer giants are TSMC, Samsung and Intel, if Samsung really achieves a technological breakthrough at such a critical node and is one step ahead, then in the subsequent competition, TSMC will fall into a very passive situation.
Previously, in order to compete, when the Dutch ASML company launched a high NA EUV lithography machine, even if its ** reached 3The sky-high price of 500 million euros, equivalent to 2.7 billion yuan, did not hesitate to order. Because this lithography machine can reach chip process technology of 2 nm and below.
So why isn't Intel involved? Because Intel has already won the first one as early as December 2023, and it has been installed in the Oregon fab. The lithography machines ordered by Samsung and TSMC will not arrive until 2026.
In other words, the ASML high NA EUV lithography machine they originally ordered has not yet arrived, and probably TSMC did not expect Samsung to overtake at this time. What's more, PFN has actually been a customer of TSMC before, and the two sides have been cooperating since 2016.
But at this critical juncture, PFN chose to abandon TSMC and cooperate with Samsung. According to internal sources, the reason why PFN chose to cooperate with Samsung is because the two sides signed an agreement that PFN can obtain chip manufacturing technology and services from Samsung.
Although previously according to Taiwan media reports, TSMC has been sprinting to the technology of the 1 nm process. However, at the IEEE International Electronic Components Conference, TSMC set a goal of completing the 1 nm process by 2030. The 2 nm chip technology will be mass-produced in 2025.
Now that Samsung is suddenly overtaken by Samsung, will TSMC's competition really fall behind in the future?
In fact, it's not that simple. Because according to the previous "Science and Technology Innovation Board**" on February 5, Samsung Electronics will achieve 2 nm technology into mass production, but the expected time is also in 2025. Just in the middle of January, South Korea** also publicly stated that Samsung plans to invest 50 billion won to build a 2 nm semiconductor factory by 2047.
The Japanese PFN 2 nm AI chip order obtained by Samsung Samsung has already appeared in Samsung Electronics' financial report for the fourth quarter of 2023. In other words, this order is actually a pre-order order from two companies at some point in the future. However, as far as the information is known, neither side has given a specific delivery time.
That is to say, getting an order does not mean that Samsung now has the technology to mass-produce 2 nm chips, and it cannot be judged from here that Samsung Electronics has surpassed the development speed of TSMC. In fact, the progress of the two sides is still unknown.
In fact, if you think about it carefully, if Samsung Electronics has really come up with a 2 nm production process, then it is likely that the first thing to break the news is not order news. So at this time, TSMC should stabilize its rhythm and not panic for such news.
What's more, taking a step back, even if Samsung has achieved a temporary lead at this time. Then with the foundation accumulated by TSMC, it will not necessarily fall behind in the competition. After all, TSMC is the world's largest wafer foundry, and the company has been continuously investing in research and development.
Previously, in the field of competition between the two sides in advanced chips, whether it was yield or performance, Samsung lagged behind TSMC. If such a Samsung can achieve overtaking, then why can't TSMC take the lead again?
At this point, no one knows who the final winner will be until the end, and the advantages or disadvantages in a short period of time are actually nothing. And TSMC and Samsung are not the only ones in the market, if you only focus on each other, you may ignore other potential enemies.
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