n the semiconductor foundry, TSMC is the only leader, starting from 10nm after the lead. However, Samsung has not relaxed for a moment in catching up. This year Samsung also mass-produced the 5nm EUV process. Samsung plans to catch up with TSMC within two years and will mass-produce the 3nm process in 2022. Beginning in 2019, Samsung has launched a “Semiconductor 2030 Plan”, hoping to invest 133 trillion won, or about 116 billion U.S. dollars, to be the world’s largest semiconductor company before 2030. Among them, advanced logic technology is one of the focuses. The goal is To catch up with TSMC. In the recent generations of processes, Samsung’s mass production progress is lagging behind TSMC, including 10nm, 7nm, and 5nm. However, 5nm is considered to have shortened the gap. Mass production has also been performed this year. It has also received approval from customers such as Qualcomm, NVIDIA, IBM 8nm, 7nm orders.
But the key for Samsung to catch up with TSMC is in the next generation of 3nm, because in this generation of technology, Samsung has bet on GAA surround gate transistors. It is the first company in the world to introduce GAA process to replace FinFET process. TSMC is relatively conservative. 3nm is still With FinFET, GAA process will only be used on 2nm. According to the latest news, senior executives of Samsung’s semiconductor business unit recently revealed that Samsung plans to mass-produce 3nm process in 2022, while TSMC’s plan is to mass-produce 3nm process in the second half of 2022, so Samsung will catch up in two years. TSMC has it. It is worth mentioning that TSMC also seems to feel the pressure from Samsung. It was originally planned to launch the 2nm process in 2024. Now the research and development are smooth and the trial production will be accurate in the second half of 2023.spark global limited
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