2025 will be the year of 2 Nm semiconductor. The three largest manufacturers of integrated circuits, TSMC, Intel and Samsung, will start the mass manufacture of these chips before the end of this year, but The starting position Of these three companies it is very different. Taiwanese TSMC leads the semiconductor production market with A fee close to 60%has a well -assorted and stable client portfolio, and Your accounts are enviable.
Intel and Samsung, however, are in a much more compromised position. The American company currently led by Lip Bu-Tan is trying overcome a very bad economic streak reducing their expenses and developing its technology with the purpose of increasing its competitiveness. Samsung, meanwhile, is also going through a complicated stage, as we are about to check. In any case, for these last two companies Its 2 nm technology It is his real lifeguard.
Good news for Samsung: has reached a 50% wafer performance in 2 Nm
These statements made in the middle of last March by Han Jong-Hee, Samsung general co-director, They diagnose with precision What is happening to this company: “First of all I sorry for the fact that the performance of our actions has not met their expectations. In the last year our company has not correctly responded to the semiconductor market for artificial intelligence (AI), which quickly evolves. “
“Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to boost great innovations or assume new challenges”
This Mea guilt It is aimed at the company’s shareholders and expresses that the directive dome recognizes not having made the right decisions in recent years. “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to Promote great innovations or assume new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes “, Pray an internal statement Written by Jay Y. Lee, the president of the company.
However, this is not all. Samsung has led for more than three decades the industry of integrated dram memory circuit LEADS THE HBM Chips Market so much (High Bandwidth Memory) that work side by side with the GPUs for the The one of the DRAM memories.
In current circumstances it is evident that Samsung needs to trace as soon as possible. And it seems that it is in it. At the beginning of 2025 several South Korean media anticipated that Large scale manufacturing of 2 nm chips It had already begun In the company’s South Korean plants. However, this does not mean that Samsung already has everything tied.
Chips manufacturers need the candle performance of their avant -garde nodes is at least 70%and, according to the South Korean newspaper Munhwa Ilbothis company currently moves in the range of 40 to 50%. There are still more than seven months to finish 2025, and presumably Intel and TSMC still do not produce integrated circuits in a massive way Your nodes 18a and n2 respectively, so in theory Samsung carries a positive inertia. We will see what happens finally, but there is no doubt that this year we will bring us strong emotions in the scope of the semiconductor industry.
Image | Samsung
More information | Munhwa Ilbo
In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei
GIPHY App Key not set. Please check settings