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[Exclusive] Samsung Electronics changes the process name of ‘2nd generation 3-nano’ to ‘2-nano’
Announcement to partners and customers early this year... mass production possible as early as the end of this year
Semiconductor/Display Entered: 2024/03/05 15:03 Modified: 2024/03/05 22:21
Samsung...
[Exclusive] Samsung Electronics changes the process name of ‘2nd generation 3-nano’ to ‘2-nano’
Announcement to partners and customers early this year... mass production possible as early as the end of this year
Semiconductor/Display Entered: 2024/03/05 15:03 Modified: 2024/03/05 22:21
Samsung...
All these people ringing the alarm about China invading Taiwan drowns out what could happen in the Korean penninsula. With Kim Jong Un lobbing missiles in the Sea of Japan, that's another potential flashpoint. And Pyeongtaek, the site of Samsung's megafabs for DRAM, NAND and foundry is also home...
This is the translated Korean version of the article https://www.thelec.kr/news/articleView.html?idxno=17300 which has some info. that is left out in the English version.
Note: "It is observed that the timing of mass production using the actual 3nm process may need to be watched a little...
Samsung 3nm GAA "production" means trial production not mass production, so the comparison has been between Samsung 3nm GAA trial production and TSMC's 3nm FF mass production schedule to suggest that Samsung is ahead timing-wise. That's clearly not the case since the actual MP for 3nm GAA will...
They claimed 3nm GAA will be in production in 1H/22, so they'll make an announcement at the end of June just to say that they hit the milestone, regardless of what the yield is (which is probably low).
If I were TSMC, I'd be asking a huge prepayment for capacity from perennial foundry switcher QCOM. QCOM probably needs to give a prepayment as they have lower priority than Apple, AMD, MTK, etc.
http://www.thelec.net/news/articleView.html?idxno=3852
I still don't understand why Intel wants to get into foundry. They're fighting multiple wars - AI, CPU, GPU, DPU and foundry which will be a business with low margins and they are spreading their resources across all these units. Just look at Samsung. They were the technology leader in DRAM and...
It means that there’s double counting because Samsung foundry revenues for QCOM, NVDA are included in the respective companies’ revenues. It should really be a list of branded semiconductor products so only Samsung branded semi products should be counted. In that case, Intel is still No. 1.
Intel touts the need to move semiconductor manufacturing away from Asia and yet wants to set up a fab in China. Hypocritical.
The issue is no Chinese company would want to use IFS given the geopolitical situation and its fabs located in the US and Europe. With a China fab, they'd at least have...
This is from the F-1. The order seems to match.
"In the first six months of 2021, our top ten customers, based on wafer shipment volume, included some of the largest semiconductor companies in the world: Qualcomm Inc. (“Qualcomm”), MediaTek Inc. (“MediaTek”), NXP Semiconductors N.V. (“NXP”)...
Maybe GF prefers IPO.
INTC's margins would be higher if it went 100% fabless vs. going all in on foundry. Since they're not going to be 100% of either, their margins will be somewhere in between with the foundry margins having a negative impact with the negative impact growing as the foundry...
The 3 countries with biggest fabless customers are the US, Taiwan and China. Would US fabless use IFS-GF? Yes, although they could lose some customers that INTC competes with. Would Taiwan fabless use IFS-GF? No because they already have the ecosystem in Taiwan. Would China fabless use IFS-GS...
3GAE "volume manufacturing" in 2022, 3GAP in 2023. I wonder what the definition of "volume manufacturing" is - achieving 10% yield?
https://www.anandtech.com/show/16815/samsung-deployment-of-3nm-gae-on-track-for-2022
