The ongoing struggle to attract customers for its cutting-edge manufacturing processes has forced Samsung to not just postpone its Taylor plant’s opening to 2026, but these setbacks have caused the delay of the Korean giant’s 1.4nm process as the company races to improve yields of 2nm GAA technology. A new report now states that Samsung has started a ‘selection and concentration’ strategy where discussions have taken place with various sectors, with the primary goal being to boost 2nm GAA yields to 60-70 percent. By reaching this milestone, mass production could become a viable prospect, with potential clients also realizing its potential.
With losses mounting to billions every quarter from its foundry business, Samsung has placed its stock in 2nm GAA and aims to stabilize yields while accepting orders by the end of 2025
Samsung Electronics Business Support Task Force and Samsung Global Research were reported by Chosun to have conducted a strategy to increase 2nm GAA yields. The tipster @Jukanlosreve, who posted the in-depth details on X, says that the firm’s focus on this lithography primarily stems from semiconductor demand from customers who likely intend to stick with this technology for the next two to three years. Investing in sub-2nm processes is highly risky, and Samsung has made decent progress with its 2nm GAA node, making it a viable option to help mount its comeback and provide some competition to TSMC.
Unfortunately, the situation has been tough for the company, as we previously reported that Samsung had finally caught a break and was scheduled to fulfill Snapdragon 8 Elite Gen 2 orders for Qualcomm on its next-generation lithography after completing the trial production phase, only for the San Diego firm to allegedly drop these plans altogether. Fortunately, Samsung’s resolve has yet to be broken as it has reportedly completed the basic design of its second-generation 2nm process and has plans to implement the third iteration, also known as ‘SF2P+,’ within two years.
Typically, wafer production yields for customers need to be at 70 percent to make manufacturing commercially viable, and Samsung’s executives have given its divisions a six-month target to achieve the aforementioned goals. We will find out in the near future whether the Korean behemoth can defy these odds and finally crawl its way back to the top, so stay tuned.
News Source: Chosun
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