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Home > Industry News

One Step Ahead of TSMC, Samsung Has Secured First Order for 2nm Process Chips

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Update time : 2024-02-22 14:47:16
        Qualcomm has commissioned Samsung Electronics to develop a 2nm prototype chip, according to ETNews. If the prototypes built by Samsung meet the company's performance and yield targets, the final order could be finalized. Prototyping is the process of understanding semiconductor performance and yield. In the semiconductor industry, it is often referred to as "multi-project wafer" (MPW), multiple integrated circuit designs using the same process are flowed on the same wafer, and upon completion of fabrication, dozens of chip samples are available for each design.
 
 
        Based on this, the semiconductor design company makes the final decision on whether or not to mass produce, the manufacturer, and the quantity. Although it is only a kind of sample production, it is the first step in the mass production of semiconductors and a key program for mass production. Qualcomm is expected to select a company for mass production based on test results from Samsung Electronics and TSMC, with prototyping typically taking six months to a year. Qualcomm's 2nm AP order, the final selection of the mass production company, is expected to be finalized by the end of the year.
        As previously reported, Samsung Electronics said in its recent Q4 2023 earnings announcement that its Foundry division has bagged an order for a 2nm AI gas pedal, which also includes supporting HBM memory and advanced packaging services. According to Samsung's previously disclosed roadmap, its 2nm-grade SF2 process, scheduled for launch in 2025, offers a 25 percent increase in power efficiency at the same frequency and complexity, a 12 percent increase in performance at the same power and complexity, and a 5 percent reduction in area at the same performance and complexity, compared to the SF3 (note: i.e., Samsung's second-generation 3nm process, 3GAP) process.
        Samsung Electronics recently issued a press release stating that it has successfully won the first 2nm AI chip production order from Japanese AI giant Preferred Networks Inc (PFN), putting it ahead of TSMC in the race for advanced 2nm chips. Founded in 2014, PFN is a leader in artificial intelligence and has been at the forefront of developing cutting-edge AI chips and software aimed at advancing deep learning and IoT applications, attracting large investments from major corporations such as Toyota, NTT and Japanese robotics system maker Fanuc. The company has been described as Japan's most advanced AI company, thanks to its deep technical expertise in developing customized software and its extensive resources in providing supercomputers to its customers.
        PFN has been working with TSMC since 2016, but the company has decided to use Samsung's 2-nanometer node to produce its next-generation AI chips. The deal is beneficial to both parties as PFN gets access to newer chip technology to gain an edge over the competition, while Samsung secures an actual customer for its state-of-the-art chip technology to separate itself from TSMC in the foundry space, the sources said.PFN decided to ditch TSMC as Samsung offers a full range of chip manufacturing services from chip design to production and advanced chip packaging.
 
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