挑战台积电？报道：三星2nm芯片良率获积极进展，目标年底70%，量产目标上调

Group 1 - Samsung Electronics is making significant progress in its 2nm GAA (Gate-All-Around) chip technology, raising its year-end yield target from 50% to 70% [1][2] - The company's Device Solutions Division President, Song Jae-hyuk, expressed strong confidence in the technology's advancements and indicated a desire to lead the global foundry market [1][2] - This development is seen as a crucial step for Samsung to reverse its foundry business struggles, as its Exynos 2600 chip shows promising early performance results [1][2] Group 2 - The upward revision of the yield target has boosted market confidence, suggesting that Samsung is on track to meet its 2nm process yield and performance goals [2] - Samsung's clear technology roadmap includes the mass production of 2nm wafers, which began in late September, with the Exynos 2600 chip being the first application [3] - The company has also completed the foundational design for its second-generation 2nm GAA process, with a third-generation solution expected to be developed within two years [3] Group 3 - The advancements in Samsung's technology have garnered attention from industry peers, with SK Hynix's President, Song Hyun-jong, stating that this technology could be a "key turning point" for the entire South Korean semiconductor industry [3] - Challenges remain for the industry, including catching up with TSMC, specific technical issues, and human resource challenges, which require substantial government support [3]