Core Insights - Samsung's foundry business is a crucial foundation for its overall operations, having started in 2005 with minimal revenue compared to TSMC, but achieved significant milestones by adopting advanced technologies [1][2] - Despite initial successes, Samsung faced setbacks due to aggressive strategies that led to quality issues and loss of trust among fabless clients, resulting in a decline in market share [2][3] - The company is now focusing on a strategic overhaul, emphasizing stability and yield improvement in its 2nm process technology, which is seen as a critical step for recovery [4][5] 2nm Process Development - Samsung is betting all resources on the 2nm process starting in 2024, shifting its strategy to prioritize stability and yield improvement over aggressive market positioning [4] - The new 2nm process utilizes an upgraded MBCFET architecture, which significantly enhances transistor performance and reduces power consumption compared to traditional FinFET technology [4][5] - Initial yield rates for the 2nm process were low but have improved significantly, reaching 50%-60% by 2025, which is essential for commercial viability [6] Capacity Expansion - Samsung plans to establish a 2nm production line in its Hwaseong S3 factory, aiming for a monthly output of 7,000 wafers by Q1 2025, with further expansions planned in the U.S. [7] - The company is developing multiple versions of the 2nm process to cater to different market needs, including high-performance computing and automotive electronics [7] Strategic Shift to Physical AI - Samsung is strategically pivoting towards the emerging physical AI market, where it sees greater opportunities compared to the highly competitive data center AI segment dominated by TSMC [8][9] - The company aims to leverage its flexible pricing and supply strategies to attract clients in the cost-sensitive physical AI sector, particularly in automotive applications [9][10] Client Ecosystem Diversification - Samsung is restructuring its client base to include a wider range of customers, from large tech giants to small fabless companies, to adapt to the changing AI semiconductor market [11][12] - The company has successfully secured automotive semiconductor orders, which not only boost revenue but also validate its capabilities in the physical AI domain [10][13] Competitive Differentiation - Samsung is focusing on differentiated strategies to compete with TSMC, particularly in mature process markets and advanced packaging technologies [15][16] - The company's vertical integration allows it to offer comprehensive solutions that reduce total cost of ownership (TCO) for clients, enhancing its competitive edge in emerging markets [17][18] Conclusion - Samsung's transformation story reflects its efforts to adapt to technological setbacks and market dynamics, with recent successes in automotive semiconductors and a diversified client ecosystem indicating progress [18]

公众号记得加星标⭐️，第一时间看推送不会错过。 对于三星电子而言，代工业务是整个大厦不可缺少的地基之一。 故事始于 2005 年，彼时三星开始开放晶圆代工，但在这一市场中，当时的它不过是个年营收不足 4 亿美元的门外汉，与同期营收逼近百亿的台积电相比，渺小得几乎可以忽略不计。 然而，三星凭借着惊人的魄力，在 2014 年上演了半导体史上最精彩的弯道超车—— 它力排众议，跳 过 20nm 节点，率先量产 14nm FinFET 工艺，一举击败还在 20nm 泥潭中挣扎的台积电，抢下高通 骁龙 820 等重磅订单，甚至迫使苹果在 A9 芯片上采用双代工"策略。 三星采用的MBCFET结构以水平堆叠的矩形纳米片为沟道，相较于纳米线结构，纳米片宽度可灵活调 整，电流驱动能力比FinFET提升约30%，更适配AI加速器、高性能计算等高端场景需求。为进一步 强化性能，2nm工艺的MBCFET将堆叠层数提升至4片，驱动电流密度得到显著增强。 在核心架构之外，三星针对关键环节持续攻坚：通过采用单晶粒金属材料降低电阻，引入直接蚀刻金 属互连技术优化金属层堆栈，其还在2024年2月与Arm达成合作，共同优化基于GAA技术的下一代 ...

来源：环球网 【环球网科技综合报道】1月8日消息，据Investing报道，高通首席执行官克里斯蒂亚诺·安蒙近日在2026 年国际消费电子展（CES）期间证实，公司正与三星电子积极推进2纳米芯片代工合作洽谈，相关芯片 设计工作已全部完成，旨在加快产品商业化落地进程。 此次高通与三星的合作磋商备受业界关注。此前，受三星代工制程稳定性问题影响，高通曾将旗下尖端 芯片代工订单转交给台积电。如今高通考虑重返三星供应链，委托其代工下一代旗舰级处理器，被普遍 解读为三星SF2P制程工艺在性能表现、能效水平及生产良率上已达到具备市场竞争力的水准。业界推 测，此次合作涉及的芯片，要么是骁龙8 Elite Gen 5的2纳米专项优化版本，要么是下一代旗舰芯片骁龙 8 Elite Gen 6。（纯钧） 作为全球首家宣布实现2纳米芯片量产的企业，三星旗下第二代2纳米制程工艺（SF2P）已展现出较强 的技术吸引力。据悉，计划搭载于Galaxy S26系列手机的Exynos 2600芯片，将采用该制程工艺生产。随 着这一先进制程的技术优势逐步显现，三星晶圆代工业务近期迎来显著转机，不仅已与特斯拉正式签 约，AMD与谷歌也被传出有望后续 ...

若此次合作最终敲定，无疑是对三星晶圆代工技术实力的一次重磅背书。此前，受三星代工制程稳定性问题影响，高 通曾将旗下最尖端芯片的代工订单转交给台积电。此番选择重返三星，委托其代工 2 纳米产品，意味着三星 SF2P 制程 工艺在性能表现、能效水平及生产良率上，均已达到具备市场竞争力的水准。 倘若 SF2P 制程能够如约兑现技术承诺，且吸引更多大客户相继入局，那么三星晶圆代工的 2 纳米战略布局，或将成为 其在先进芯片制造领域蓄势已久的复兴起点。这不仅能为该公司在下一代芯片制程上的长期投入正名，更将进一步夯 实其雄心 —— 在半导体行业的顶级赛道上，与台积电展开正面角逐。 而今，又一家行业巨头似乎也准备加入这一阵营。据韩媒 Hankyung 报道，高通正与三星晶圆代工积极洽谈 2 纳米芯片 代工合作。高通首席执行官克里斯蒂亚诺・安蒙在 2026 年国际消费电子展（CES）期间接受记者采访时，也证实了双 方正在推进相关磋商。 安蒙表示："在众多晶圆代工厂商中，我们率先与三星电子开启了基于最先进 2 纳米制程的代工合作洽谈。目前，相关 芯片的设计工作已全部完成，旨在推动产品尽快实现商业化落地。"尽管高通尚未正式公布这 ...

2022年12月29日，台积电宣布量产3nm晶圆代工制程。 2025年12月，2nm制程的"终局考"也正式进入阅卷阶段。 此前台积电、三星、英特尔三大巨头几乎同时官宣，要在2025年Q4攻克2nm先进制程，让这场顶尖芯片工艺的竞速赛 进入白热化。时至Q4最后一周，在行业各方的高度关注之下，这一年半导体领域的最大悬念，终于揭开关键序幕。 01 台积电2nm，交卷了 本周一，半导体产业纵横注意到台积电在其2nm 技术官方网页上发表声明称："台积电的 2nm (N2) 技术已按计划于 2025 年第四季度开始量产。 " 从性能提升的角度来看，N2 的设计目标是在相同功耗下实现 10%–15% 的性能提升，在相同性能下降低 25%–30% 的 功耗，并且对于包含逻辑、模拟和 SRAM 的混合设计，晶体管密度比 N3E 提高 15%。对于纯逻辑设计，晶体管密度 比 N3E 高出 20%。 台积电的N2工艺是该公司首个采用环栅纳米片晶体管（GAA）的工艺节点。在这种晶体管中，栅极完全环绕由水平堆 叠纳米片构成的沟道。这种几何结构改善了静电控制，降低了漏电，并能够在不牺牲性能或能效的前提下实现更小的 晶体管尺寸，最终提高了 ...

点击按钮▲立即预约 央行发布一次性信用修复政策 12月22日，中国人民银行发布关于实施一次性信用修复政策有关安排的通知。其中提到，对于2020年1月1日至2025年12月31日期间，单笔金额 不超过10000元人民币的个人逾期信息，个人于2026年3月31日（含）前足额偿还逾期债务的，金融信用信息基础数据库将不予展示。中国人民 银行征信中心负责组织对符合条件的逾期信息统一进行技术处理，无需个人申请办理。 12月22日，商务部发布了对原产于欧盟的进口相关乳制品反补贴调查初裁公告，决定自2025年12月23日起，采取临时反补贴税保证金的形式对 原产于欧盟的进口相关乳制品实施临时反补贴措施。商务部新闻发言人对此回应称，原产于欧盟的进口相关乳制品存在补贴，中国相关国内产业 受到了实质损害，且补贴与实质损害之间存在因果关系。 发言人表示，根据《中华人民共和国反补贴条例》的有关规定，商务部裁定欧盟公司的从价补贴率为21.9%—42.7%，并决定实施临时反补贴措 施。（新华社） ｜点评｜ 中国是欧盟乳制品的关键海外市场，此次临时反补贴措施实施后，或将导致部分欧盟乳制品企业不得不放弃中国市场。中国商务部经 过一年多的充分论证 ...

【多家优衣库门店，被曝偷拍！】 近日，优衣库部分门店被指"偷拍"消费者来防盗。在社交媒体 上，部分消费者反映，在优衣库因"被当小偷"引发不适。相关话题引发网友热议。此外，还有自称在 优衣库门店工作的网友表示，"我在优衣库当警察，几乎一眼就能看到谁可疑，一抓一个准……"记者 通过采访优衣库多位不同区域的已离职和在职员工，证实此前在部分优衣库门店，确实存在"偷拍"可 疑顾客的行为。并且这不是基层员工的个别行为，而是某些区域经理层面发出的指令。一位受访者告 诉记者，他曾拨打员工热线反映过"偷拍"问题，但并没有下文。不过多位优衣库前员工称，是否会采 取"偷拍"取决于门店因失窃造成的损失程度，"如果不是很严重一般不太会采取这种行为。"记者就此 事向优衣库方面发去采访函，未获回应。（第一财经） 【乐乐茶致歉：核査全国门店苹果糖系列出品，不符合标准的产品立即下架】 12月21日消息，乐乐 茶发布致歉声明称，12月19日上午，品牌陆续收到来自多家门店顾客和线上平台的反馈，主要集中 【奥尔特曼预测未来将告别屏幕键盘】 OpenAI 的 AI 硬件计划备受关注，就在近日的一场播客中， 被问及在筹备的 AI 硬件时， OpenAI ...

| Big | | | --- | --- | | Middle | Middle | | High performance | High efficiency | 三星Exynos 2600 处理 器 CPU 内核（C1 Ultra 与 C1 Pro）简化框图 三星正式推出Exynos 2600 芯片。该芯片不仅是三星首款、更是全球首款 2 纳米移动芯片，采用三星晶 圆代工的 2 纳米全环绕栅极（GAA）工艺打造。通过创新的热传导技术，三星承诺这款全新Exynos芯 片将具备更为出色的持续性能表现。此外，该芯片还搭载了更新款CPU与GPU，配备运算能力更强的神 经网络处理器（NPU）以实现更快的人工智能运算速度，同时还能带来更高水准的成像质量。 Exynos 2600 的十核 CPU，采用了基于 Arm v9.3 架构打造的全新内核：C1 Ultra 与 C1 Pro。与前代 Exynos芯片不同，Exynos 2600未配备任何能效核心。其具体配置为：1 颗主频高达 3.8 GHz的旗舰级 C1 Ultra 核心、3 颗主频 3.25 GHz的高性能 C1 Pro 核心，以及 6 颗主频 2.75 GHz ...

Group 1 - Micron Technology released an optimistic earnings forecast, with Q1 adjusted revenue of $13.64 billion, a 57% year-over-year increase, and net profit of $5.2 billion, significantly exceeding last year's $2 billion. The company plans to increase capital expenditures to $20 billion by 2026, with the first wafers from a new Idaho factory expected in early 2027 [2] - Trump Media & Technology Group plans to acquire TAE Technologies, valuing the deal at over $6 billion. The merger will involve a $300 million phased investment and aims to address AI-related energy shortages with a utility-scale fusion power plant by 2026 [2] - OpenAI is in preliminary talks to raise at least several billion dollars, with a potential maximum of $100 billion, which could increase its valuation to $750 billion, a 50% rise from its October valuation of $500 billion [2] Group 2 - TSMC continues to see strong demand for advanced process capacity amid Micron's strong performance and memory chip shortages, solidifying its core position in the AI supply chain [5] - Domestic GPU companies, Muxi and Moore Threads, have successfully listed on the STAR Market, attracting significant investment interest, indicating strong market attention towards the domestic GPU sector [5] - Alibaba's Qianwen APP integrates with Amap, enhancing its AI capabilities and expanding its application in the physical world, thereby strengthening Alibaba's ecosystem in AI [5] - Sichuan Road and Bridge received a stake increase from Zhongyou Insurance, now holding 5% of the company, reflecting institutional recognition of long-term investment value in infrastructure [5] Group 3 - Amazon joined the U.S. AI "Genesis Project" and is considering a $10 billion investment in OpenAI, while also forming a new department to accelerate technology breakthroughs [9] - NVIDIA collaborates with the U.S. government on the "Genesis Project" and has launched the RTX PRO 5000 72GB BLACKWELL GPU [9] - Microsoft has open-sourced a 40 billion parameter 3D generation model and expanded its partnership with Cognizant to develop industrial-grade AI solutions [9] - Tesla's stock value is heavily reliant on autonomous driving estimates, with analysts warning that its automotive business may only be worth $30 per share [9] Group 4 - LG Energy's stock fell 9% after Ford canceled a $6.5 billion electric vehicle battery supply agreement, impacting its North American market strategy [12] - Toyota plans to import three models from the U.S. to Japan starting in 2026 and is collaborating with Bosch on a large-scale ADAS project [12] - Samsung Electronics is set to deliver SOCAMM2 samples to NVIDIA and plans to launch new AI-connected home appliances at CES 2026 [12] - SK Hynix's stock has surged 220% due to rising memory prices, positioning it as a major beneficiary alongside Samsung [12]

Group 1: Key Developments in Technology and AI - Maiwell Technology announced the acquisition of Celestial AI for $3.25 billion to enhance its technology layout and market competitiveness in the AI computing sector, which will help expand its AI chip business applications and customer base [2] - Tesla showcased a running segment of its humanoid robot Optimus, indicating significant breakthroughs in motion control technology, which may accelerate the commercialization of robots [2] - Amazon's AWS launched the 3nm AI chip Trainium3, achieving three times the computing speed of its predecessor and reducing AI model training and operational costs by 50% compared to equivalent GPU systems [7] Group 2: Developments in the Greater China Region - Xiaomi Auto has delivered over 500,000 units since April 3, 2024, marking a significant improvement in its competitiveness in the new energy vehicle market [4] - JD Group's industrial supply chain service provider, JD Industrial, has officially launched its IPO, aiming to raise up to HKD 3.27 billion by issuing 210 million shares priced between HKD 12.7 and HKD 15.5 [4] - Taiwan's Tigerair plans to lease 11 new A321neo aircraft and purchase 4, with a total investment of nearly NT$40 billion, aimed at enhancing fleet fuel efficiency and reducing operating costs per seat [5] Group 3: Semiconductor and Chip Industry Updates - TSMC is facing a lawsuit due to the leakage of its 2nm technology, which may impact its technology confidentiality and market competition landscape [5] - Samsung Electronics has surpassed SK Hynix in HBM production, becoming the global leader, while NAND Flash and DRAM shortages are intensifying [10] - SK Hynix's Dalian company increased its investment to $3.1 billion, but its market share in HBM has fallen to second place behind Samsung [10] Group 4: Automotive Industry Insights - Toyota's revenue forecasts for fiscal years 2025-2028 are projected at ¥50.25 trillion, ¥51.51 trillion, and ¥51.71 trillion, with net profits of ¥3.36 trillion, ¥4.09 trillion, and ¥4.27 trillion respectively [10] - Mercedes-Benz launched its pure electric CLA, featuring an 89 kWh battery with a range of 866 kilometers, priced between ¥249,000 and ¥299,900 [13]