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Samsung Vs TSMC: Race For 3nm Chip Development

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Recently TSMC has announced that it will go ahead and work on producing a 2nm memory chip by 2025 to be the forerunner in the foundry and memory chip business. This move is to rival Samsung, which also announced in April this year that it will work on 2 nm by 2025.

Before this, Samsung also informed in April that it would start to work on the 3nm chips 3GAE (3 nm-class gate-all-around early) fabrication process, starting in mid-2022.

TSMC is expected to mass-produce the first-gen 3nm chips (N3) for its customers in early 2023 & 2nm by 2025. TSMC informed at TSMC Technology Symposium 2022 this Thursday.

However, before developing the 2nm technology, the TSMC will use advanced 3nm fabrication processes N3P, N3S, and N3X to produce a 3nm chip between 2023 and 2025. 18 This will result in an 18% percent performance increase at the same power while reducing power consumption to 34% if computing is kept consistent.

Intel also announced to reenter manufacturing business with a whopping 80B dollar investment in Arizona and Ohio last year and plans to work on the 1.8nm process starting 2025. 

Intel, Samsung, and TSMC are the only competent players in this business for mass production.

Although Samsung and intel are longtime rivals and friends at certain times, Intel has collaborated with TSMC but doesn’t want to share all its prowess in the foundry business with it, while Samsung is trying to outdo TSMC and Intel trying to enter the manufacturing business it seems a likely alliance could form as both can benefit from each other.

Samsung has likely got an advantage this time due to using a more advanced GAAFET (gate-all-around field-effect transistor) architecture compared to TSMC’s FinFET (fin field-effect transistor). Samsung will become the first manufacturer of semiconductors to start using gate-all-around field-effect transistor (GAAFET) architecture with its upcoming 3 nm fabrication process. 

Samsung claims the process would enable a 30% performance increase, a 50% power consumption reduction, and up to 80% higher transistor density.

Another development favoring Samsung could be the meeting between Samsung & Intel’s President & CEO.respectively.

After visiting the DAVOS forum in Switzerland, Intel CEO Pat Gelsinger met with Samsung vice-chairman Lee Jae Yong in the Samsung Seocho building in Seoul. Pat also visited several officials of Samsung, including the Co-Ceo and head of Samsung mobile. This meeting took place 10 days after the US president’s visit to S.Korea to Samsung’s electronic plant on May 20.

Targeting to produce at a mass level with wide reach, Samsung has both capability and will to make a market out of this, as we have seen before in many criteria. Also, not forget the recent CXL-based memory development by Samsung and collaborations with IBM, Intel, Montage Technology, AMD & others.

While this business is completely dominated by these three, the Chinese Semiconductor manufacturing Int, Co. also wants to compete. Japanese are working with the US on 2nm to complete by 2025.

The chipmaking tech is extremely difficult to put a complex process requiring precision, clean environments, expensive factory equipment, and time. It takes GlobalFoundries three months on average to engrave and transform mirror-smooth silicon wafers into layered semiconductors, not to mention the lower the nm(nanometer) more difficult it becomes to fit the no. of transistors in a wafer-thin silicon layer.

So, a lower nm transistor means less power is required for it to work. Lower power consumption makes a huge difference overall when you look at all the transistors in a CPU. It makes your processor more power-efficient than a higher nm processor with larger transistors.

Although TSMC has had superiority over Samsung, this time, Samsungs seems to show a promising future.

To learn more about this news, previous developments, and the mentioned technology, refer to the links below.

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Harsh is a seasoned technology enthusiast with a deep passion for Android. Since its announcement in 2007, he has closely followed the evolution of this operating system, gaining a comprehensive understanding of its features and capabilities. His background in Android, IT, and Journalism has equipped him with the skills to analyze and present complex technological concepts in a clear and engaging manner. As the Editor-in-Chief at Samlover.com, Harsh is dedicated to sharing his knowledge and experiences about Android, services, and applications with the world.

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Google Chooses TSMC Over Samsung for Pixel 10’s Tensor G5 Chip

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It’s early to discuss, but TSMC will build Google Pixel 10’s Tensor G5 chipset. Here we are discussing the possible aspects based on the report disclosing this. Google collaborated with Samsung to develop its Tensor processors, which sped up development but limited Google’s technology. This was good in some aspects but resulted in Tensor chips that heat up more easily and use more power as compared to those made by TSMC, a competitor to the Korean giant. 

TSMC to Produce Tensor G5 Processor for Google Pixel 10

Previously, it was reported that the upcoming Pixel 9 would use a Tensor G4 chip made by Samsung, but with only slight improvements. However, Google’s next-generation Tensor G5 chip will be built by TSMC, as reported, marking a shift away from Samsung and probably bringing upgraded performance. 

The report unfolds the key fact behind the confidence that the leaked information about the Tensor G5 chipset is real; for instance, the codename ‘LGA’ in the shipping manifest coordinates with the leaked codename “Laguna Beach” for the Tensor G5, and the manifest also mentions TSMC and “InFO POP,” a packaging technology only used by TSMC. It’s dedicated evidence that it’s the Tensor G5, as leaks indicated a switch from Samsung to TSMC for this chip. 

From the details found in the shipping manifest, it is revealed that the Tensor G5 chip’s early development stage. The Chip Revision (AO) is the earliest version, probably with bugs that will be fixed later. OTP Version (V1) is the initial version of the chip’s one-time programmable data, following Google’s decision to change particular settings without even redesigning the chip itself. This version is much earlier compared to the final version of the previous Tensor G3 chip (V5). 

NPI-OPEN hinted at a very early stage in the chip’s development process and then passed tests. Even after bringing an early version, the chip has passed some functionality tests, particularly the system-level test (SLT), which simulates the basic use of a phone with the chip installed. The entry also stated the chip has 16GB of package-on-package RAM manufactured by SEC. This points to the leaks that the Pixel 9 Pro has an upgraded 16GB of RAM, which supposedly will set the standard for the Pixel 10. 

The entry also indicates that the exporter was Google LLC in Taiwan, and the importer was a company called Tessolve Semiconductor in India. 

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Samsung Display Begins OLED Mass Production for 2026 iPad Mini and iPad Air

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Samsung Display is now ramping up production of its OLED display for tablets. After supplying OLED panels for the iPad Pro this year, they are reportedly working on ones for the iPad mini. 

report from Korea claims that the Korean giant began its production of samples for the new iPad mini last month, and Apple has used LCD panels in the existing iPad series but began applying OL ED to products released this year. Among the four iPad models, including Pro, Air, Regular, and Mini, at the moment only the Pro models arrive with OLED displays. 

Apple decided to apply OLED to the iPad Mini and Air models, which are supposed to be introduced in 2026. On the other side, Samsung Display began developing 8-inch panel samples for the iPad mini last month. A small number of domestic partners conducting advanced development with Samsung Display have also begun responding in this regard. 

Samsung Display is known to have planned to mass-produce the new iPad mini’s OLED panels on their Cheonan A2 production line. This line specializes in making rigid OLED panels, and they may be dedicated to looking into tablet-size panels as compared to smartphone displays. The panel has been mass-produced through the collaboration of Samsung Display and LG since the first quarter of the year. 

An industry insider revealed, “I understand that Samsung Display began developing samples for the OLED iPad Mini last month at Apple’s request. After developing initial samples in the first half of this year, we will be able to enter the development stage for mass production within the year.”. 

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Apple Cuts iPhone Prices in China to Counter Huawei Challenge

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Apple is playing with a new marketing strategy as it makes an incision in the iPhone’s price in China, and the key reason behind this seems to give strong competition to Huawei. 

In the Chinese market, Apple has announced a hostile discounting campaign on its official Tmall site, offering great discounts of up to 2,300 yuan, which is approximately $318 on dedicated iPhone models. It’s the golden chance for iPhone fans from China to purchase a new iPhone since Apple is offering a huge discount.

Here’s the question: Why is Apple offering this huge discount of up to 2,300 yuan? 

The key reason behind this discounting strategy by Apple hints that the brand in China is fighting off growing competition from local phone makers, especially Huawei. You can make a profit from this deal for up to 8 days, from May 20 to May 28. It appears more substantial than the one Apple offered earlier this year, back in February. 

The highest discount in the February campaign was 1,150 yuan, and now the discount is up to 2,300 yuan, which means that this time the brand is offering a double discount off the previous discount campaign and the steepest discount Apple to the 1TB iPhone 15 Pro Max model, whereas other models also see significant price cuts. 

For example, the 128 GB variant of the base iPhone 15 device has a discount of 1,400 yuan, as reported. The boosted competitive pressure on Apple comes after Huawei last month announced its new series of high-end smartphones, the Pura 70, after the debut of the Mate 60 last August. 

Even after going through tough competition and offering discounts, Apple’s iPhone sales in China seem to be recovering, since their shipments increased by 12% in March 2024 compared to the previous year, which is an efficient upgrade after a rough start to the year along with a drop of 37 percent in the first two months. 

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