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Samsung 3nm GAA Mass Production in Q2 2022?

Daniel Nenni

Admin
Staff member
Samsung 3nm GAA SemiWiki.jpg


【Q1 '22 Results】
□ Memory Exceeded bit growth guidance thanks to solid demand mainly from server and PC, and price declines were milder-than-expected, leading our performance to top market forecasts However, results declined Q-Q due to a one-off special incentive and seasonality - DRAM Achieved record-high quarterly sales for server by actively responding to strong demand mainly from datacenters - NAND Maintained stance of refraining from excessive sales expansion; addressed demand centered on SSD in a timely manner
□ S.LSI Improved earnings Q-Q backed by positive currency effects and increases in ASP, despite decreased supply of SoCs and image sensors due to weak seasonality for the mobile industry
□ Foundry Despite concerns like supply issues, demand was solid in all applications, supply of advanced processes grew, and we aligned with our yield target trajectory

【Q2 '22 Outlook】

□ Memory Demand to stay solid, centered on server, amid persistent uncertainties - DRAM Expand sales of high-value-added products while actively addressing demand for applications with high growth potential - NAND Amid issues related to shortages of active/passive component devices, focus on timely responses by actively addressing demand for enterprise SSD
□ S.LSI Focus on maximizing supply of key components such as SoCs and image sensors
□ Foundry Enhance technology leadership via world’s first mass production of GAA 3-nano process; expand supply and secure more new orders from global customers, including those in USA/Europe

【2H '22 Outlook】

□ Memory Amid lingering uncertainties, high density mobile demand to recover on the back of solid server demand following increased penetration of a new CPU and DDR5 and strengthened lineups of flagship products Preemptively address demand by expanding cutting-edge interfaces such as DDR5 and LPDDR5x. Under a stance of flexible supply linked to market conditions, further stabilize cost competitiveness and strengthen market leadership by operating a portfolio centered on high-value-added solutions and through industry-leading technology
□ S.LSI Concentrate on expanding SoC business by bolstering volume-zone lineup
□ Foundry Exceed market growth by sustaining leadership in GAA process technology, adopt pricing strategies to ensure future investments, and raise the yield and portion of our advanced processes

 
View attachment 723

【Q1 '22 Results】
□ Memory Exceeded bit growth guidance thanks to solid demand mainly from server and PC, and price declines were milder-than-expected, leading our performance to top market forecasts However, results declined Q-Q due to a one-off special incentive and seasonality - DRAM Achieved record-high quarterly sales for server by actively responding to strong demand mainly from datacenters - NAND Maintained stance of refraining from excessive sales expansion; addressed demand centered on SSD in a timely manner
□ S.LSI Improved earnings Q-Q backed by positive currency effects and increases in ASP, despite decreased supply of SoCs and image sensors due to weak seasonality for the mobile industry
□ Foundry Despite concerns like supply issues, demand was solid in all applications, supply of advanced processes grew, and we aligned with our yield target trajectory

【Q2 '22 Outlook】

□ Memory Demand to stay solid, centered on server, amid persistent uncertainties - DRAM Expand sales of high-value-added products while actively addressing demand for applications with high growth potential - NAND Amid issues related to shortages of active/passive component devices, focus on timely responses by actively addressing demand for enterprise SSD
□ S.LSI Focus on maximizing supply of key components such as SoCs and image sensors
□ Foundry Enhance technology leadership via world’s first mass production of GAA 3-nano process; expand supply and secure more new orders from global customers, including those in USA/Europe

【2H '22 Outlook】

□ Memory Amid lingering uncertainties, high density mobile demand to recover on the back of solid server demand following increased penetration of a new CPU and DDR5 and strengthened lineups of flagship products Preemptively address demand by expanding cutting-edge interfaces such as DDR5 and LPDDR5x. Under a stance of flexible supply linked to market conditions, further stabilize cost competitiveness and strengthen market leadership by operating a portfolio centered on high-value-added solutions and through industry-leading technology
□ S.LSI Concentrate on expanding SoC business by bolstering volume-zone lineup
□ Foundry Exceed market growth by sustaining leadership in GAA process technology, adopt pricing strategies to ensure future investments, and raise the yield and portion of our advanced processes

Where is Samsung's CEO, CFO, President, or COO?


Samsung Earnings Conference Call audio recording replay:


Main Speaker: Mr. Ben Suh, Executive VP, Investor Relations

Divisional Representatives for Q&A:

Mr. JinMan Han, Executive VP, Semiconductor Business (Memory)
Mr. Kenny Han, VP, Semiconductor Business (System LSI)
Mr. Moonsoo Kang, Executive VP, Semiconductor Business (Foundry)
Mr. KwonYoung Choi, Executive VP, Samsung Display
Mr. SungKoo Kim, VP, Mobile eXperience
Mr. Young Moo Kim, VP, Visual Display
 
View attachment 723

【Q1 '22 Results】
□ Memory Exceeded bit growth guidance thanks to solid demand mainly from server and PC, and price declines were milder-than-expected, leading our performance to top market forecasts However, results declined Q-Q due to a one-off special incentive and seasonality - DRAM Achieved record-high quarterly sales for server by actively responding to strong demand mainly from datacenters - NAND Maintained stance of refraining from excessive sales expansion; addressed demand centered on SSD in a timely manner
□ S.LSI Improved earnings Q-Q backed by positive currency effects and increases in ASP, despite decreased supply of SoCs and image sensors due to weak seasonality for the mobile industry
□ Foundry Despite concerns like supply issues, demand was solid in all applications, supply of advanced processes grew, and we aligned with our yield target trajectory

【Q2 '22 Outlook】

□ Memory Demand to stay solid, centered on server, amid persistent uncertainties - DRAM Expand sales of high-value-added products while actively addressing demand for applications with high growth potential - NAND Amid issues related to shortages of active/passive component devices, focus on timely responses by actively addressing demand for enterprise SSD
□ S.LSI Focus on maximizing supply of key components such as SoCs and image sensors
□ Foundry Enhance technology leadership via world’s first mass production of GAA 3-nano process; expand supply and secure more new orders from global customers, including those in USA/Europe

【2H '22 Outlook】

□ Memory Amid lingering uncertainties, high density mobile demand to recover on the back of solid server demand following increased penetration of a new CPU and DDR5 and strengthened lineups of flagship products Preemptively address demand by expanding cutting-edge interfaces such as DDR5 and LPDDR5x. Under a stance of flexible supply linked to market conditions, further stabilize cost competitiveness and strengthen market leadership by operating a portfolio centered on high-value-added solutions and through industry-leading technology
□ S.LSI Concentrate on expanding SoC business by bolstering volume-zone lineup
□ Foundry Exceed market growth by sustaining leadership in GAA process technology, adopt pricing strategies to ensure future investments, and raise the yield and portion of our advanced processes


There are several questions related to Samsung foundry's yield. One can be found around at 59:00 mark

Where is Samsung's CEO, CFO, President, or COO in the conference call? There's a female executive who answered analysts' questions but I can't figure out who she is.

Samsung Earnings Conference Call audio recording replay:


Main Speaker: Mr. Ben Suh, Executive VP, Investor Relations

Divisional Representatives for Q&A:

Mr. JinMan Han, Executive VP, Semiconductor Business (Memory)
Mr. Kenny Han, VP, Semiconductor Business (System LSI)
Mr. Moonsoo Kang, Executive VP, Semiconductor Business (Foundry)
Mr. KwonYoung Choi, Executive VP, Samsung Display
Mr. SungKoo Kim, VP, Mobile eXperience
Mr. Young Moo Kim, VP, Visual Display
 
Last edited:
View attachment 723

【Q1 '22 Results】
□ Memory Exceeded bit growth guidance thanks to solid demand mainly from server and PC, and price declines were milder-than-expected, leading our performance to top market forecasts However, results declined Q-Q due to a one-off special incentive and seasonality - DRAM Achieved record-high quarterly sales for server by actively responding to strong demand mainly from datacenters - NAND Maintained stance of refraining from excessive sales expansion; addressed demand centered on SSD in a timely manner
□ S.LSI Improved earnings Q-Q backed by positive currency effects and increases in ASP, despite decreased supply of SoCs and image sensors due to weak seasonality for the mobile industry
□ Foundry Despite concerns like supply issues, demand was solid in all applications, supply of advanced processes grew, and we aligned with our yield target trajectory

【Q2 '22 Outlook】

□ Memory Demand to stay solid, centered on server, amid persistent uncertainties - DRAM Expand sales of high-value-added products while actively addressing demand for applications with high growth potential - NAND Amid issues related to shortages of active/passive component devices, focus on timely responses by actively addressing demand for enterprise SSD
□ S.LSI Focus on maximizing supply of key components such as SoCs and image sensors
□ Foundry Enhance technology leadership via world’s first mass production of GAA 3-nano process; expand supply and secure more new orders from global customers, including those in USA/Europe

【2H '22 Outlook】

□ Memory Amid lingering uncertainties, high density mobile demand to recover on the back of solid server demand following increased penetration of a new CPU and DDR5 and strengthened lineups of flagship products Preemptively address demand by expanding cutting-edge interfaces such as DDR5 and LPDDR5x. Under a stance of flexible supply linked to market conditions, further stabilize cost competitiveness and strengthen market leadership by operating a portfolio centered on high-value-added solutions and through industry-leading technology
□ S.LSI Concentrate on expanding SoC business by bolstering volume-zone lineup
□ Foundry Exceed market growth by sustaining leadership in GAA process technology, adopt pricing strategies to ensure future investments, and raise the yield and portion of our advanced processes


Passing birdies on a semi event:

— Why Samsung went GAA so prematurely?

— "That is not about taking risk, the process will be inferior for logic."

— "GAA processes are critical to perfect monolithic memory tech."



I long been suspecting Samsung has monolithic DRAM/SRAM as a joker in the sleeve, just like how they brought OLED to the market.

Foundry clients will pay for pie in the sky, and Samsung gets to experiment, and perfect high aspect patterning techniques for free.
 
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