Samsung announces the performance data of its first batch of 2-nanometer chips, accelerating its pursuit of Taiwan Semiconductor
Samsung Electronics' 2-nanometer chip has improved performance by 12% and energy efficiency by 25% compared to the second-generation 3-nanometer process, with a 5% reduction in chip area. Currently, the global wafer foundry market is dominated by Taiwan Semiconductor, which holds over 70% market share, while Samsung's share is about 7%. However, as Taiwan Semiconductor's production capacity remains tight, some customers are beginning to seek alternatives. Samsung has already received a cooperation intention from Tesla, and market competition may intensify in the future
Samsung Electronics is intensifying its efforts to catch up with industry leader Taiwan Semiconductor by announcing specific performance metrics for its next-generation chip manufacturing technology.
According to media reports, Samsung Electronics has revealed the first performance data for its upcoming 2-nanometer chip process. The first-generation 2-nanometer process utilizes Gate-All-Around (GAA) transistor technology, which offers a 5% performance improvement, an 8% increase in power efficiency, and a 5% reduction in chip area compared to the second-generation 3-nanometer process.
This announcement marks a shift in Samsung's 2-nanometer blueprint from conceptual descriptions to concrete specifications, aimed at demonstrating its technological capabilities to the market and potential customers.
Currently, the global wafer foundry market is highly concentrated. Taiwan Semiconductor controls over 70% of the market share, while Samsung's share is about 7%. Most analysts expect that, given Taiwan Semiconductor's advantages in high yield, production stability, and meeting the strong demand for AI accelerators and data center chips, its leading position is unlikely to be shaken in the short term.
However, market dynamics are subtly changing. Reports indicate that due to the ongoing tight capacity of Taiwan Semiconductor's advanced processes, some customers are beginning to seek alternatives, creating opportunities for Samsung. As a result, Samsung's wafer foundry business is attracting orders from large tech companies and startups, broadening its customer base.
According to industry sources, Samsung has recently started producing processor chips based on a 4-nanometer process for the U.S. AI startup Chaboraite. Additionally, Samsung is collaborating with companies like Tesla on the 2-nanometer process.
Industry insiders in South Korea believe that although Taiwan Semiconductor currently holds an absolute advantage, competition in the global wafer foundry market may intensify starting from the 2-nanometer node
