Thursday, December 19, 2024

The two-nm course of node and Samsung’s foundry crossroads



The two-nm course of node and Samsung’s foundry crossroads

Regardless of being the primary to undertake the gate-all-around (GAA) know-how, Samsung has struggled with commercialization and yield points and its foundry market share has dropped under 10%. Han Jin-Man, just lately named president of Samsung’s foundry operations, goals to alter that with a significant strategic shift within the execution and manufacturing of 2-nm manufacturing node.

Beforehand, Han oversaw the DRAM, flash reminiscence design, and SSD growth groups at Samsung. The Korean chipmaker has additionally named course of growth specialist Nam Seok-Woo because the chief know-how officer (CTO) of the foundry division. It’s a significant reshuffle on the world’s second-largest chip contract producer, at present attempting to shut the hole with market chief TSMC, which has a market share of practically 65%.

Determine 1 Like Intel, there may be now an business chat concerning the potential spinoff of Samsung’s foundry enterprise. Supply: Samsung

The change of guard at Samsung’s foundry enterprise comes because it transitions to the next-generation foundry course of: the two nm chip manufacturing course of. The shift to the 2-nm course of node entails a big overhaul of transistor constructions, which inevitably results in larger growth prices and larger design complexity.

Whereas Samsung’s foundry enterprise has by no means been able to problem TSMC, it surprised the market by surpassing TSMC in launching the GAA know-how to switch the FinFET manufacturing method. Whereas this considerably raised Samsung’s foundry profile, commercializing this extremely complicated know-how proved a troublesome nut to crack.

The GAA setback

In 2022, Samsung made waves by incorporating GAA transistors at its 3-nm course of node; in the meantime, TSMC determined to implement GAA know-how at its upcoming 2-nm course of node. On reflection, that appears to be the precise name as a result of Samsung confronted difficulties reaching excessive yields attributable to GAA’s technical complexity.

In GAA know-how, transistors use vertically positioned horizontal nanosheets, enabling the gate to cowl the channel on all 4 sides. That reduces present leakage and improves drive present, leading to chips with enhanced efficiency and higher power effectivity.

Determine 2 Whereas a gate covers three sides within the FinFET construction, in GAA, a gate surrounds the complete 4 sides of a cylindrical channel, which is a passage for present flows. Supply: Samsung

Now, Samsung is decided to get better from the setbacks it skilled on the 3-nm course of node. It begins with enhancing yield and higher dealing with GAA’s technical complexity. “We are going to concentrate on dramatically enhancing the yield of the 2-nm manufacturing course of,” stated Han Jin-Man, Samsung’s new foundry chief.

It’s vital to notice that TSMC is anticipated to realize over 60% yield in trial manufacturing and enter mass manufacturing for 2nm chips forward of Samsung. Alternatively, Samsung’s 2-nm yield has been reported within the 20% to 30% space.

Furthermore, in accordance with business sources, TSMC plans to begin trial manufacturing of its 2-nm course of node in April 2025 and mass manufacturing within the second half of 2025. Alternatively, Samsung is anticipated to begin take a look at manufacturing within the first half of 2025 and mass manufacturing within the fourth quarter of 2025.

Excessive time at Samsung

Samsung, already below immense stress after ceding management of high-bandwidth reminiscence (HBM) merchandise to SK hynix, is now in a renewed highlight for its points concerning the semiconductor contract manufacturing enterprise. Intel’s troubles on this space have led to the ouster of its CEO and an unsure future.

The second-best stature doesn’t typically spark envy within the semiconductor business, and Samsung isn’t identified to be shy about preventing again. Its quest for relevance within the 2-nm house has already been rewarded with a producing order from Japanese AI chip startup Most well-liked Networks (PFN), whose traders embrace Toyota, NTT, and FANUC.

Apart from manufacturing 2-nm chips, Samsung may also present its 2.5D packaging know-how—I-Dice S—to allow PFN to combine a number of chips right into a single bundle. That marks a big breakthrough, and if Samsung can safe one main buyer of TSMC, it’ll create a big impression within the contract foundry enterprise.

Nonetheless, catching up with TSMC stays a frightening problem.

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The submit The two-nm course of node and Samsung’s foundry crossroads appeared first on EDN.


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