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1.4nm,再生变数!
半导体行业观察· 2025-07-05 04:07
Core Viewpoint - The semiconductor industry is entering the 1.4nm era, with significant implications for technology, strategy, and market positioning among key players like TSMC, Intel, and Samsung [1][21]. Group 1: Samsung's 1.4nm Delay - Samsung Electronics announced a delay in its 1.4nm (14A) semiconductor mass production target to 2029, two years later than previously planned [2]. - The delay is attributed to Samsung Foundry's strategic response to significant losses, including a 4 trillion KRW loss last year and a 2 trillion KRW loss in Q1 of this year [2][3]. - Samsung aims to improve the maturity and yield of its 2nm process, which currently has a yield of about 40%, compared to TSMC's over 60% [3][4]. Group 2: Intel's Shift in Focus - Intel's CEO is considering shifting focus to the 14A chip manufacturing process, potentially deprioritizing the previously emphasized 18A process [5][8]. - The 18A process, which includes advanced technologies like RibbonFET and PowerVia, may face cancellation or reduced priority due to insufficient customer appeal and the need for more external orders [7][8]. - Intel's 14A process is expected to provide a 15-20% performance improvement and a nearly 30% increase in chip density, with a projected 25% reduction in power consumption [10][11]. Group 3: TSMC's Steady Progress - TSMC is positioned as a leader in the 1.4nm race, with expectations to begin production in 2028, having already achieved good yield rates [13][14]. - TSMC's A14 process utilizes innovative architectures to enhance performance and energy efficiency, achieving a 10-15% speed increase at the same power level [13][19]. - The company adopts a cautious approach to new technologies, balancing the need for maturity and stable mass production capabilities [16][17]. Group 4: Competitive Landscape - The competition among TSMC, Intel, and Samsung in the 1.4nm space is not only about technological capabilities but also strategic decisions and market positioning [21]. - Intel's potential shift to prioritize 14A over 18A may indicate a significant strategic pivot, impacting its future in the foundry market [8][12]. - The adoption of High-NA EUV lithography varies among the companies, with Intel leading, TSMC being cautious, and Samsung still evaluating its use [21].