June 29 - Samsung electronics will start mass production of 3nm chips on June 30, beating TSMC to mass production, BusinessKorea reported. Samsung's 3nm process is based on advanced GAA full-surround gate transistor technology, which is more advanced than TSMC's FinFET fET technology. Can Samsung leapfrog TSMC?
(Photo by Samsung Official)
Samsung had long said it would mass-produce 3nm chips in the second quarter of this year, making it the last day of production, about a quarter ahead of TSMC. In addition, Samsung was the first semiconductor company to use GAA transistor technology, and is also ahead of TSMC in technology. If the Samsung 3nm process can achieve the expected performance, the theoretical performance should be a few points stronger than TSMC 3nm.
According to the official introduction, 3nm process based on GAA technology, compared with 7nm process, the logical area of the chip is reduced by 45%, power consumption is reduced by 50%, performance is improved by about 35%, and it can operate stably under very low voltage, paper parameters are stronger than TSMC 3nm. South Korean analysts recently revealed that Samsung's 3nm process yield is much higher than market expectations, the speed of new customers is also quite fast. Although it is not clear exactly how high the yield is, the performance should be relatively good, well worth looking forward to.
(Photo by Samsung Official)
It is understood that qualcomm, AMD and other manufacturers cannot get the first production capacity of TSMC 3NM process, have turned to Choose Samsung, become the customer of Samsung 3NM process. Samsung's wafer foundry business is expected to grow by 40%, taking its market share to more than 25% and grabbing a bigger slice of the pie from TSMC.
TSMC's 3nm process is slower but significantly more reliable. China's Taiwan Digitimes news, AMD, Apple, Intel, Mediatek and other customers, are waiting in line for TSMC 3NM process capacity, is expected to be in the fourth quarter or so mass production. TSMC has prepared four waves of production capacity. The first wave should have been secured by Apple, and the next three waves will be distributed to Intel, AMD, Mediatek, Qualcomm and other customers.
Currently, TSMC's trial-production of 3nm process is going well, with the first wave producing about 25,000 wafers per month. Apple's M2 series chips should debut with TSMC's 3nm process. Intel's next generation of processors, AMD's and Mediatek's next generation chips will also use 3nm.
Samsung's manufacturing process has been overpowered by TSMC, diluting its market share. So, Samsung chose to bet on 3NM technology, hoping to overtake the curve and have more say in the field of advanced technology. For now, Samsung does have that potential, and hopefully the performance of its mass-produced chips will give the industry some surprises.