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[SITUATION] · [ACTIVE] · [TECHNOLOGY]

2 clusters · 4 sources · 19 days · First seen · Last updated

Samsung 2nm semiconductor manufacturing development

Overview

Samsung has introduced its SF2P 2nm Gate-All-Around (GAA) process, a third-generation platform designed to compete with TSMC. Technical specifications presented at the 2026 VLSI Symposium indicate the process utilizes a “hypercell” structure and varying nanosheet thicknesses to improve performance-to-power ratios. While mass production for SF2P is expected within the year, development for the 1.4nm node has been delayed until 2029.

Despite these technical advancements, commercial negotiations with Qualcomm regarding 2nm processor manufacturing have stalled. While technical hurdles have reportedly diminished, the companies remain in a dispute over production pricing. Qualcomm is seeking lower costs, while Samsung has resisted discounts due to concerns that projected production volumes may not offset lower margins. This impasse makes it unlikely that production will begin before the end of 2026.

Entities

TSMC · Samsung · Qualcomm · Samsung Electronics · Broadcom

Timeline

  1. about 13 hours ago

    [TECHNOLOGY] 2 sources
    Samsung and Qualcomm stall 2nm chip deal over pricing disputes

    Samsung and Qualcomm are in a pricing dispute over 2nm chip manufacturing, potentially delaying production beyond 2026.

  2. 19 days ago

    [TECHNOLOGY] 2 sources
    Samsung unveils SF2P 2nm GAA process to compete with TSMC

    Samsung is developing its SF2P 2nm GAA process to improve yields and performance, aiming to challenge TSMC's market position with enhanced power efficiency and new cell structures.

Sources

ascii.jp · cryptonomist.ch · geeknetic.es · weekly.ascii.jp