三星1.4nm，推迟

Core Viewpoint - Samsung's foundry division is postponing the construction of a 1.4nm test line originally scheduled for this year, focusing instead on enhancing the 2nm process set to begin mass production by the end of the year [1][2]. Group 1: Investment and Production Plans - Samsung is reallocating resources to strengthen its capabilities in the 2nm process, which is expected to yield application processors like the Exynos 2600 [2]. - The investment in the 1.4nm facilities has been delayed to the end of this year or early next year, with the possibility of mass production being pushed to around 2028 [1][3]. - The foundry division is reducing its annual capital expenditure from approximately 10 trillion KRW to around 5 trillion KRW due to a downturn in the foundry business [1]. Group 2: Yield and Capacity Challenges - The yield rate for the 2nm process currently stands at 20-30%, indicating a need for technological advancements to improve productivity [2]. - Samsung is also planning to convert part of its 3nm production line at the Hwaseong campus to 2nm, contingent on order volumes [3]. Group 3: Market Strategy - To secure orders from major North American tech companies like Tesla and Qualcomm, Samsung is focusing on enhancing its 2nm mass production technology [3]. - The new factory in Taylor, Texas, is also considering the deployment of the 2nm process, suggesting a strategic expansion in the U.S. market [3].