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第二代2纳米工艺(SF2P)
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三星2nm,全面启动
半导体行业观察· 2025-06-28 02:21
Core Viewpoint - Samsung Electronics is preparing to restore its competitiveness in the next generation of foundry services by completing the foundational design of its second-generation 2nm (SF2P) process and initiating customer outreach activities [1][2]. Group 1: SF2P Process Development - The SF2P process is set for mass production next year, with a 12% performance improvement, 25% reduction in power consumption, and 8% decrease in chip area compared to the first-generation 2nm process (SF2) planned for production in the second half of this year [2]. - Samsung has begun promoting the SF2P process to external customers as the necessary foundational preparations, including the Process Design Kit (PDK), have been completed [2]. - The PDK for SF2P is currently at version 0.9, with the 1.0 version expected to be completed next month, which will allow for formal distribution to external clients [2]. Group 2: Client Engagement and AI Chiplet Platform - Samsung and its design service partners have started advancing customer order projects related to the SF2P process, with expectations that most clients interested in 2nm chip design this year will adopt the SF2P process [3]. - The AI CPU Chiplet platform, developed in collaboration with ADTechnology, Arm, and Rebellions, has confirmed the use of the SF2P process [3][4]. - The project integrates Rebellions' AI chip "REBEL" with a CPU chiplet designed by ADTechnology, utilizing Arm's Neoverse Compute Subsystems V3 architecture and produced through Samsung's 2nm process [4].