Challenge to TSMC? Report: Samsung's 2nm chip yield rate sees positive progress, targets 70% by year-end, mass production goal raised

Challenge to TSMC? Report: Samsung's 2nm chip yield rate sees positive progress, targets 70% by year-end, mass production goal raised

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Samsung Electronics is catching up rapidly in the race for advanced process technology, with its key 2nm chip technology reportedly making positive progress.

According to media reports on the 21st, Samsung has raised its year-end yield target for its 2nm GAA (Gate-All-Around) process from 50% to 70%. At a meeting chaired by Kim Yong-beom, Policy Chief of the Korean Presidential Office, Song Jae-hyuk, President and CTO of Samsung Device Solutions, expressed strong confidence in the "excellent progress" of this technology and hinted at the company's intentions to compete for the top spot in the global foundry market.

This progress is seen as a key step for Samsung to reverse the difficulties in its foundry business. As the first application of this technology, the early internal tests of its Exynos 2600 chip have shown strong performance. This development has also attracted industry attention, with SK Hynix President Song Hyun-jong believing that this technology will be a "crucial turning point."

In recent years, Samsung's chip foundry business has lagged far behind TSMC in terms of market share. If this technological breakthrough can be successfully translated into large-scale, high-yield production, it will significantly enhance Samsung's competitiveness in advanced chip manufacturing and have a profound impact on investors and the entire semiconductor supply chain.

Yield Target Raised, Boosting Market Confidence

According to media citing an unnamed insider, as the mass production of 2nm chips approaches, Samsung has raised its year-end yield target from 50% to 70%. This substantial increase has been interpreted by the market as Samsung smoothly achieving its process yield and chip performance goals as planned.

The insider stated that the remarks made by Samsung executives at the presidential office meeting can be understood as the company steadily achieving its set 2nm process yield and performance metrics.

At a recent meeting discussing semiconductor industry issues, the optimistic statements from Samsung executives were particularly notable. According to Chosun, Samsung President Song Jae-hyuk gave a lot of positive feedback on the company's progress with the 2nm GAA process.

The report stated that Song Jae-hyuk hinted at the meeting that Samsung hopes to seize the leading position in the global chip foundry market with the 2nm GAA node. Against the backdrop of Samsung's underperformance in its foundry business in recent years, allowing TSMC to capture most of the market share, the latest progress seems to indicate a possible turning point for Samsung's fortunes.

Clear Technological Roadmap, Multiple Generations Progressing Simultaneously

Samsung's deployment in 2nm technology is not an isolated move, but part of its clear technology roadmap. Reportedly, mass production of 2nm GAA wafers began in late September, with this technology first to be used in the upcoming Exynos 2600 chip.

In addition, Samsung has completed the basic design for its second-generation 2nm GAA process, and its third-generation implementation (SF2P+) is expected to be developed within two years.

Samsung's progress has also drawn attention from other industry players. SK Hynix President Song Hyun-jong commented that this technology will become a "crucial turning point", demonstrating its potential impact on the entire Korean semiconductor industry.

At the same time, Song Hyun-jong also spoke about the challenges facing the industry, including catching up with TSMC, specific technological hurdles, and human resources issues. He added that companies need significant government support to tackle these challenges.

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