中国两大巨头下单三星2nm

Group 1 - Samsung has secured significant orders for its 2nm chips from two major Chinese cryptocurrency mining companies, MicroBT and Canaan [1][3] - Both companies will utilize Samsung's 2nm Gate-All-Around (GAA) technology to produce Application-Specific Integrated Circuits (ASICs) for their mining equipment [3] - The total order volume from MicroBT and Canaan is approximately 2,000 12-inch wafers per month, which is estimated to generate around $480 million in annual revenue for Samsung [3] Group 2 - TSMC holds a dominant 71% market share in the global pure foundry market as of Q2 2025, while Samsung's foundry division ranks second with only 8% [3] - Due to TSMC's current capacity saturation, Chinese manufacturers are turning to Samsung as an alternative supplier [3] - MicroBT's orders have already commenced production at Samsung's S3 production line in Hwaseong, South Korea, while Canaan plans to start wafer production in early 2026 [3]