In today's semiconductor industry, 2nm process technology has become a new highland for foundries to compete for. With the recovery of the smartphone and PC markets, the chip foundry market is expected to reach new highs driven by advanced process technologies. In this fierce competition, Samsung Electronics has successfully won orders for 2nm AI accelerators with its excellent R&D strength and technological advantages, and firmly occupies the top spot in the field of AI chip foundry.
According to Samsung's official announcement, its Foundry division has secured a key order for a 2nm AI accelerator, which also includes supporting HBM memory and advanced packaging services. This major breakthrough not only demonstrates Samsung's leading position in 2nm process technology, but also brings a broader business prospect to Samsung.
Samsung plans to launch its 2nm process technology SF2 in 2025, which can improve power efficiency by 25%, improve performance by 12%, and reduce area by 5% compared to the second-generation 3nm process 3gap, at the same frequency and complexity. These amazing data have won Samsung wide recognition from customers and the market. February** Dynamic Incentive Program
However, Samsung's breakthrough in 2nm process technology is not an easy task. With the R&D of foundries such as TSMC and Intel, the 2nm process has become a new hot spot in the foundry market. According to the latest news, Apple has confirmed to be the first customer of TSMC's 2nm process, and Intel has also announced that it has received an order for Intel 18A process 5G infrastructure chips from Ericsson.
In the face of fierce market competition, Samsung must continue to innovate and continuously improve its own strength in order to remain invincible in this competition. In order to attract more customers, Samsung also plans to attract orders with a lower **. It is reported that Qualcomm has planned to transfer some flagship SoCs to Samsung SF2. The implementation of this strategy is expected to enable Samsung to achieve a greater breakthrough in market share. In general, 2nm process technology has become a new battlefield in the semiconductor industry. In this competition, Samsung Electronics has successfully led the field of AI chip foundry with its strong R&D strength and technological advantages. However, in the face of challenges from competitors such as TSMC and Intel, Samsung still needs to continue to innovate and improve its own strength to respond to market changes and needs. We look forward to making even greater breakthroughs and achievements in this field in the future."