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Samsung is the world’s largest maker of reminiscence chips.
Jakub Porzycki | Nurphoto | Getty Photographs
Samsung Electronics on Wednesday laid out its roadmap to broaden its chip manufacturing enterprise, together with modern semiconductors, because it seems to be to meet up with chief TSMC.
Maybe greatest identified for its smartphones, the South Korean know-how agency has an enormous semiconductor enterprise that’s its primary revenue driver. It makes reminiscence chips that go into knowledge facilities and laptops.
However Samsung additionally has a chip manufacturing enterprise referred to as a foundry, which produces semiconductors for different firms that design chips, reminiscent of Qualcomm.
Earlier this 12 months, Samsung stated it will start making chips with a 2 nanometer course of in 2025. The corporate has now given a extra detailed roadmap, saying it will start mass manufacturing of the 2nm course of for cellular purposes in 2025, then broaden to high-performance computing in 2026 and to automotive in 2027.
The nanometer determine refers back to the measurement of every particular person transistor on a chip. The smaller the transistor, the extra of them could be packed onto a single semiconductor. Usually, a discount in nanometer measurement can yield extra highly effective and environment friendly chips.
For reference, Apple’s newest iPhone processor is made utilizing a 5nm course of. Samsung anticipates that smartphones would require extra superior chips shifting ahead and is getting ready for that in 2025.
Excessive-performance computing refers to chips for knowledge facilities to coach and deploy synthetic intelligence purposes, as Samsung seems to be to capitalize on the expansion of the know-how, partly spurred by the recognition of OpenAI’s ChatGPT. Nvidia, a market chief in AI chips, depends on foundries like TSMC to fabricate its semiconductors.
Samsung’s foundry lags Taiwan’s TSMC, the world’s largest contract producer, by a ways. Within the first quarter of the 12 months, TSMC accounted for 59% of world semiconductor foundry income, versus 13% for Samsung, in response to Counterpoint Analysis.
Samsung is now trying to play catch up by upping its capability and laying a roadmap out for high-growth areas within the chip market.
The corporate reiterated that its 1.4nm course of will start in 2027 as deliberate.
Samsung additionally stated it’s persevering with to broaden its chip manufacturing capability, with new manufacturing traces in Pyeongtaek, South Korea, and Taylor, Texas, which Samsung has beforehand introduced.
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