韩媒：三星2nm，还差点

Core Viewpoint - TSMC is expanding its leading position in the advanced wafer foundry market, significantly increasing its 3nm process sales share in Q4 last year and planning to start mass production of its 2nm process this year [1][2]. Group 1: TSMC Developments - TSMC's 3nm process accounted for 28% of its total sales as of Q4 last year, marking a historical high [2]. - TSMC's N2 (2nm) process successfully entered mass production in the second half of last year, with expectations for rapid full-scale production this year [1]. - The N2P process, a follow-up to the N2 process, is also set to begin mass production in the second half of this year, offering improvements in performance and energy efficiency [1]. - TSMC's 2nm process has reportedly maintained a stable yield since mass production began, with local sources claiming yields exceed 80% [1]. Group 2: Samsung Electronics Developments - Samsung began mass production of its first-generation 2nm (SF2) process-based mobile application processor Exynos 2600 in Q4 last year, targeting deployment alongside Qualcomm's latest chipsets [2]. - The yield for the Exynos 2600 is estimated at around 50%, a significant improvement from approximately 30% mid-last year, with no major defects reported during initial mass production [2]. - The success of Samsung's second-generation 2nm process (SF2P) is deemed crucial for the recovery of its advanced wafer foundry business, with performance improvements of 12%, energy efficiency improvements of 25%, and an 8% reduction in chip size compared to SF2 [2][3]. Group 3: Strategic Partnerships and Future Prospects - Samsung has signed a semiconductor foundry production contract worth 22 trillion Korean Won with Tesla, aiming to mass-produce the AI6 chip using the SF2P process [3]. - The AI6 chip is intended for Tesla's next-generation Full Self-Driving (FSD), robotics, and data center applications, with initial samples produced in domestic facilities before full-scale production at a new fab in Taylor [3]. - SF2P is the first 2nm process from Samsung to receive formal confirmation for large-scale production from external customers, which could encourage other clients to request mass production [4].