Samsung Possibly Receives 2nm Order from Japanese Startup

[fansink]

“2nm will be overwhelming” Samsung and TSMC clash over ‘ultra-fine circuit’​

Received order for AI chip mass production project from Japan's PFN Samsung's chip production know-how was recognized
by PFN, which is valued at over 3 trillion won.

It is significant that Samsung Electronics produces 2 nanometer (nanometer, 1 billionth of a meter) semiconductors from Japan's Preferred Networks (PFN). This is because producing cutting-edge chips for a company that stands out in the global artificial intelligence (AI) industry can increase the possibility of receiving large-scale orders in the future. Samsung Electronics is confident that if it enters the 2-nano era by accumulating cutting-edge chip production cases and process experience, it will be able to catch up with the technology that has lagged behind TSMC, the world's No. 1 foundry.

According to the industry on the 15th, PFN is considered an AI company with the most advanced technology in Japan. This company has major Japanese manufacturing companies such as Toyota, Fanuc, and Hitachi participating as investors, and its corporate value last year exceeded 3 trillion won. This company began to receive attention by applying deep learning to large-scale manufacturing. The company received recognition from the industry by producing not only its own software but also its own supercomputer and supplying it to customers. In 2016, they began developing the first generation AI chip to be installed in their supercomputer. TSMC will be responsible for the second-generation AI semiconductor, which announced completion of development in December last year.

https://m.sedaily.com/NewsViewAmp/2D5DCUAT0L

 

[milesgehm]

The company, Preferred Networks, has been around awhile. Interesting but nothing to do with chips https://www.preferred.jp/en/news/pr20230807/

 

[Daniel Nenni]

"Samsung Electronics is expressing confidence that based on its experience in applying GAA before TSMC in the 3-nano process, it will be able to surpass TSMC's GAA when it enters the 2-nano era."

Complete nonsense. Samsung is still not yielding at 3nm and they are bragging about 2nm?

 

[hskuo]

“2nm will be overwhelming” Samsung and TSMC clash over ‘ultra-fine circuit’​

Received order for AI chip mass production project from Japan's PFN Samsung's chip production know-how was recognized
by PFN, which is valued at over 3 trillion won.

It is significant that Samsung Electronics produces 2 nanometer (nanometer, 1 billionth of a meter) semiconductors from Japan's Preferred Networks (PFN). This is because producing cutting-edge chips for a company that stands out in the global artificial intelligence (AI) industry can increase the possibility of receiving large-scale orders in the future. Samsung Electronics is confident that if it enters the 2-nano era by accumulating cutting-edge chip production cases and process experience, it will be able to catch up with the technology that has lagged behind TSMC, the world's No. 1 foundry.

According to the industry on the 15th, PFN is considered an AI company with the most advanced technology in Japan. This company has major Japanese manufacturing companies such as Toyota, Fanuc, and Hitachi participating as investors, and its corporate value last year exceeded 3 trillion won. This company began to receive attention by applying deep learning to large-scale manufacturing. The company received recognition from the industry by producing not only its own software but also its own supercomputer and supplying it to customers. In 2016, they began developing the first generation AI chip to be installed in their supercomputer. TSMC will be responsible for the second-generation AI semiconductor, which announced completion of development in December last year.

https://m.sedaily.com/NewsViewAmp/2D5DCUAT0L

Interesting story. My opinions:
1) When planning mass production order, it typically implies that you get reasonable yield and products have been qualified. When checking PFN PR, there is no related information.
2) To tapeout and qualify 2nm products, PFN might need to plan at least $600M and a group of talented design/technology outsourcing engineers with track record. It might take at least one year for preparation. I can not find related information about this also.
3) If it is foundry invited PFN with design service support, incentive program or even investment as cost, then it will make more sense.
Go for all 2nm engineers. To meet Altman 7 trillion plan, we need more and more players!