We know that Samsung and TSMC are vying for supremacy in the upcoming mass production of advanced process nodes.
According to South Korean media reports, Samsung Electronics has begun to use the second-generation 3nm process technology (SF3) for chip trial production. This breakthrough marks an important milestone for the semiconductor industry. At the same time, Samsung expects to improve yield by more than 60% in the next 6 months.
Currently, Samsung is testing the performance and reliability of the first chip manufactured on the SF3 node, which is expected to be applied to wearable devices. Most likely, the company will release this chip on the Samsung Galaxy Watch 7 and other devices.
The SF3 process is a 3nm-class technology developed on the basis of Samsung's first-generation 3nm process. This new process can produce more efficient and powerful chips, which is expected to usher in the era of artificial intelligence. Samsung is also expected to use the process node on the Exynos 2500 chip. The Exynos 2500 will be available alongside the "Galaxy S25" series that Samsung Electronics will launch next year.
Samsung Electronics said it will focus on producing its 3nm chip SF3 (3GAP) and its better version, SF3P (3GAP+), this year. As for the 2nm node, Samsung has confirmed that it will launch its plans within two years.
According to Samsung, the SF3 node can achieve different gate almighty (GAA) transistor nanosheet channel widths within the same cell, providing greater design flexibility. This can also lead to lower power consumption and higher performance for the chip, as well as increase transistor density through optimized design.
What is the impact of SF3 on the semiconductor industry?
The SF3 process is expected to have a significant impact on the semiconductor industry. This will make it possible to produce more efficient and powerful chips. This will advance in various fields, including artificial intelligence, the Internet of Things, and automotive. Such chips also have the potential to revolutionize semiconductor performance and power consumption. Key impacts of SF3 include:
1. Wider applications: SF3 technology is expected to be adopted in a wider range of applications, making GAA nanosheets more versatile and suitable for a wide range of chip designs.
2. Increased chip performance: SF3 technology is designed to improve the performance and power efficiency of data center CPUs and GPUs, providing a competitive advantage over other foundries.
3. Advanced packaging technology: SF3 technology is compatible with advanced packaging technology, which helps to improve transistor density and power efficiency.
4. Competitive advantage: Samsung's SF3 technology is expected to be the first to bring GAA fets to market, which can control current leakage better than finets at the most advanced nodes. This competitive advantage can help Samsung maintain its position in the semiconductor industry.
Let's talk about the future of Samsung's semiconductor business:
Samsung Electronics' investment in SF3 process development demonstrates the company's commitment to innovation and ambition to lead the era of artificial intelligence. The successful trial production of the SF3 chip is a testament to Samsung's expertise in semiconductor technology and its ability to stay ahead of the competition. With the SF3 node in full production, Samsung Electronics will have a significant impact on the semiconductor industry and contribute to the development of the AI era.
The company's semiconductor business is expected to continue to grow in the future. Samsung is investing heavily in R&D and expanding its manufacturing capabilities. Last year, Samsung's semiconductor technology made breakthroughs in artificial intelligence (AI), high-performance computing (HPC), connectivity, and more. The company is also leading its semiconductor partners into a new era of growth.
In addition, Samsung Electronics expects to invest $230 billion over the next 20 years to develop its chip manufacturing base in South Korea. This is consistent with efforts to revitalize the domestic chip industry.
Samsung is one of only three companies in the world that makes the most advanced chips. The company ranks second, behind TSMC and ahead of Intel. The company also intends to catch up with TSMC. It remains to be seen whether it will be able to surpass TSMC in the future, but it is a good performance for Samsung to relaunch its own chip Exynos 2400 in the recently released Galaxy S24 series.
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