On previous occasions, Samsung’s only statements regarding its 2nm GAA process were that wafers on this lithography had entered mass production. Now, it is the first time that the Korean giant has disclosed the performance and efficiency numbers of its next-generation manufacturing process, boasting a small bump over its previous 3nm GAA technology. The Exynos 2600 is expected to be the company’s first chipset to utilize this node, with Samsung securing other customers to help boost its market share.
The 2nm GAA delivers a minor 5 percent performance improvement over 3nm GAA, an efficiency bump of 8 percent, and an area reduction of 5 percent
Based on second-quarter sales, Samsung’s foundry market share currently stands at 7.3 percent, whereas TSMC is enjoying a 70.2 percent share of global dominance. However, the Korean giant’s semiconductor business is targeted to reach profitability by 2027, with the 2nm GAA process likely setting up the foundation for achieving that goal. According to details shared by Dailian, Samsung’s performance and efficiency figures of its newest manufacturing process are only an incremental upgrade over the 3nm GAA node, with the numbers slightly lower than previous estimates.
Previous 2nm GAA performance and efficiency estimates compared to 3nm GAA
- Up to 12 percent increased performance
- Up to 25 percent better power efficiency
- 5 percent reduced area
Samsung’s disclosed figures
- Up to 5 percent increased performance
- Up to 8 percent better power efficiency
- 5 percent reduced area
As for the yields, Samsung was previously reported to have achieved a 30 percent threshold, but the report says that the Korean giant has raised that number to 50-60 percent. With these improvements, the manufacturer can now target increased wafer production, as previously, the Exynos 2600’s monthly volume was only 15,000 units. Samsung has also secured 2nm GAA orders from two of the world’s biggest cryptocurrency mining equipment manufacturers, MicroBT and Canaan, with the orders equaling 10 percent of Samsung’s total production capacity, along with inking a multi-billion-dollar deal with Tesla.
News Source: Dailian
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