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3nm this week, 2nm in 2025

The war continues and today is going to have a critical point, mainly because Samsung surprised everyone by announcing something that was going on behind the scenes earlier than expected: his fries a 3nm are ready for mass production in just one weekwhere he also plans to compete head-to-head with TSMC for 2025 with its 2nm the Koreans having a certain tactical advantage as we will see below.

They say he who strikes first strikes twice, and that may be perfectly true. The time factor is essential in this industry, if not to say Intel and its delays. For this reason, Samsung has put aside some lithographic processes to focus on the latest transistors and be able to arrive first, and it will do so in view of what they have commented.

Biden’s visit to Samsung key to 3nm chip credibility

Samsung-Joe-Biden

Oddly enough, Samsung has been embroiled in a lot of controversies with manufacturing issues, something we’ve covered before, and it’s badly damaged its reputation.

The trip that the President of the United States took more than a month ago to the new Korean FABs gave the company credibility in the face of the announcement which could change by 2023, and is not nothing more than the mass production of chips and wafers. manufactured with its 3nm lithographic process, which for the first time in history incorporates GAA transistors, called MBCFET by the company.

Samsung 3nm MBCFET Nanosheet

No one in the industry has anything like it, neither Intel nor TSMC, so a masterstroke is being styled by Samsung against its two rivals and by many, or maybe not so many? And if we follow the thread of rumours, this brings us to something quite unheard of: Samsung would have very few customers for these 3nm with GAA, how is this possible?

The present, the future, 2nm and reputation

Samsung-FAB-3-nm

Samsung’s problems with this node were of such a caliber that even AMD rejected the idea of ​​buying them in volume due to doubts generated by the famous manufacturing problems. In fact, it is rumored that AMD had Samsung as the first option and not TSMC, but it was not clear to him and he ended up going with the reliable partner since NVIDIA was not going to give them a temporary escape.

If Samsung executes and launches its lithographic process of 3nm with GAA next week and is available for your customers, the next step is already focused on 2025where the company will enter the 2nmjust at the same time as TSMC, which will also finally include GAA transistors.

But be careful not to think that these two are leaving on time, because if Intel sticks to the roadmap that the blues facilitated, they will arrive in 2024 with its version of GAA and its lithographic process Intel 20Awhich will include transistors RibbonFET.

Samsung-3-nm-GAA-MCBFET

So, on paper at least, Samsung and TSMC would be behind the blue giant if they couldn’t cut research and development time, leaving the race for higher atom and transistor density at a tipping point that will entirely change the industry as FinFET. was doing at the time.

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