Core Insights - Samsung plans to increase its 2nm process monthly capacity to 21,000 wafers by the end of 2026, representing a 163% growth compared to 2025 [1] - The company aims to improve yield rates and enhance process control systems to overcome current technological bottlenecks [1][3] - TSMC holds a dominant global foundry market share of 70.2%, while Samsung ranks second with only 7.3% [3] Group 1 - Samsung's strategic goal is to achieve profitability in its foundry business within two years and capture 20% of the market share [3] - Key initiatives include continuous improvement of 2nm yield rates, ramping up production at the Taylor, Texas facility, and deepening long-term partnerships with high-value customers [3][4] - Major clients for Samsung's foundry services include Tesla's AI chips, Samsung's own Exynos 2600 processor, MicroBT and Canaan's cryptocurrency mining chips, and Qualcomm's Snapdragon 8s Elite mobile platform [3] Group 2 - If these initiatives are successfully implemented, Samsung is expected to significantly narrow the gap with TSMC in advanced process technology [4]
三星2nm芯片产能明年翻倍！
国芯网·2025-11-21 12:47