3nm GAA技术

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三星,再传坏消息
半导体芯闻· 2025-03-21 10:40
Core Viewpoint - Samsung faces limited opportunities to ensure that its upcoming Galaxy S26 series will not be exclusive to the Snapdragon 8 Elite Gen 2, relying on the Exynos 2600 chipset, which requires timely design completion and increased production capacity [1][2]. Group 1 - The design of the Exynos 2600 chipset needs to be completed by the third quarter of 2025 to be included in the Galaxy S26 series [1][2]. - Current production yield for Samsung's 2nm GAA technology stands at 30%, significantly lower than TSMC's performance, which achieved double that yield [1]. - Samsung has approximately 10 months to ramp up production of the 2nm GAA technology [1]. Group 2 - The Exynos 2600 prototype production is expected to begin in May, with a focus on improving yield for manufacturability [2]. - The prioritization of resources towards the Exynos 2600 has led to uncertainty regarding the release of the Exynos 2500, which was previously expected to be mass-produced by the end of 2025 [2].