2nm，三星立下军令状

Core Viewpoint - Samsung's wafer foundry division is facing challenges with its 5/3 nm process and is now focusing on ramping up its 2 nm technology, aiming for a yield of 70% by the end of the year to attract major clients [1][2]. Group 1: Current Challenges - Samsung's wafer foundry is experiencing quarterly losses amounting to tens of trillions of Korean won, compounded by low utilization rates and difficulties in securing large customer orders [1]. - The company has decided to concentrate resources on 2 nm technology, temporarily shelving investments in the more risky 1 nm process due to the high demand for AI semiconductors [1]. Group 2: Strategic Moves - Samsung is actively investing in building partnerships with U.S. clients and is working to regain customer trust after failing to meet performance and yield commitments for its 5/3 nm process [1]. - The company has appointed Margaret Han, a former executive from NXP Semiconductors, to lead its U.S. foundry operations, leveraging her experience to secure orders from potential clients [2]. Group 3: Market Position and Performance - The 2 nm process is expected to offer a 12% performance improvement and a 25% reduction in power consumption compared to the 3 nm process, although current yield rates for 2 nm are estimated to be below 30% [2]. - Despite the challenges, Samsung is in discussions with multiple potential clients regarding the 2 nm production status, indicating a proactive approach to securing orders [2].