1.4 nm Node, 3x Extra Capability

Samsung outlined its foundry enterprise roadmap for the subsequent 5 years at its Foundry Discussion board occasion final week. The corporate plans to introduce its subsequent technology fabrication applied sciences in a well timed method and intends to make chips on its 1.4 nm (14 angstroms) manufacturing course of by 2027. Additionally, the corporate will maintain investing in new manufacturing capability going ahead because it strives to strengthen its place within the foundry market.

New Nodes Incoming

Samsung has been introducing new manufacturing nodes and/or variants on manufacturing nodes each 12 – 18 months for a number of years now, and plans to maintain its quite aggressive tempo going ahead. Although the corporate’s roadmap illustrates, fanfare apart, that it’s now taking longer to develop new fabrication processes. The corporate’s second-generation 3 nm-class gate-all-around (3GAP) know-how is now set to reach someday in 2024. In the meantime, Samsung Foundry intends to be prepared with its 2 nm (20 angstroms) node in 2025, and with its 1.4 nm-branded fabrication course of in 2027.

“With the corporate’s success of bringing the newest [3 nm-class] course of know-how to mass manufacturing, Samsung shall be additional enhancing gate-all-around (GAA) primarily based know-how and plans to introduce the two nm course of in 2025 and 1.4 nm course of in 2027,” a press release by Samsung reads.

Portray some very broad strokes, in comparison with these of Intel and TSMC, it looks as if TSMC is a little bit bit extra conservative (which is one thing anticipated if you find yourself the world’s largest distinction maker of microelectronics). Whereas Intel is extra aggressive (which is once more anticipated given the corporate’s place out there of semiconductors). In the meantime, naming of fabrication processes today is actually aspiratory, with little connection to their actual bodily measures. Which is why evaluating totally different semiconductor corporations’ roadmaps is an imprecise metric at finest.

Along with new ‘basic’ nodes, Samsung plans to broaden its course of know-how optimization applications for every particular software in addition to custom-made companies for patrons, the corporate mentioned.

In the meantime, one of many issues that Samsung notably did not point out in its press launch regarding its 1.4 nm node is utilization of Excessive-NA gear. Intel, for its half, plans to make use of Excessive-NA beginning its Intel 18A node (in 2024), the place it is going to finally be supplanting the EUV multi-patterning used on preliminary 18A manufacturing. 

In response to Samsung, the adoption of latest course of applied sciences and demand for brand spanking new fabrication processes shall be pushed by already identified mega developments — AI, autonomous autos, automotive functions generally, HPC, 5G, and eventual 6G connectivity. Preserving in thoughts that Samsung is a big industrial conglomorate with many divisions, lots of functions that it intends to handle with future course of nodes are its personal.

The corporate disclosed final week that its LSI Enterprise (chip improvement division) at present presents round 900 merchandise, which embody SoCs, picture sensors, modems, show driver IC (DDI), energy administration IC (PMIC), and safety options. Going ahead the corporate plans to place much more efforts into improvement of performance-demanding IP, together with CPU and GPU, by working nearer with its trade companions (which presumably consists of Arm and AMD).

Expanded Manufacturing Capability

Providing state-of-the-art manufacturing applied sciences is sweet, however to supply these superior chips in adequate portions to fulfill market calls for is equally essential. To that finish, Samsung introduced that the corporate may even proceed to speculate closely into constructing out further manufacturing capability. Within the current years Samsung’s semiconductor capability CapEx was round $30 billion a 12 months and it doesn’t seem like the agency plans to place a cap on its spendings (although it’s noteworthy that it doesn’t disclose how a lot cash it intends to spend).

Samsung plans to broaden its manufacturing capability for its ‘superior’ course of applied sciences by greater than three-fold by 2027. Whereas the businesses shouldn’t be naming the nodes it considers “superior”, we’d anticipate a major addition of its EUV capability within the subsequent 5 years – particularly as extra ASML EUV machines turn into accessible. In the meantime, the corporate will undertake ‘Shell-First’ techniques in its growth and assemble buildings and clear rooms first, and add gear afterward relying on market situations.

Samsung’s new fab underneath development close to Taylor, Texas, shall be one of many firm’s foremost autos so as to add capability within the coming years. The shell-first website will begin to produce chips in 2024. And because the firm provides new instruments to the fab and construct new phases, manufacturing capability of the location will additional enhance. 

Supply: Samsung