July 11, in the wake of the low-key primary inquisitions of DRAm and server DRAM, the manufacturers are gambling on the other products to fulfill their profits.
One of them is Samsung, which has recently started mass volume production GAA 3-nm based SoC production targeted for 2025. This report, in brief, will summarize current and forecasted circumstances with results to arrive.
Following are Samsung’s Predicted Targets ;
- Strengthening its foundry business to stay in the global market with expectancy to project profiteering sales in 2H, but the continuing Europe War, documented high inflation, and slowing consumption will result in reduced memory prices.
- TrendForce predicts that the set price for DRAMs will descend by +10% in 3Q 2022. The predeceasing prognosis was by 3% to 8 percent.
- However, customer requisitions will contract, resulting in DRAM prices falling by 5 percent to 10 percent.
- Trend progresses a minimum through 2022.
- Reducing production and releasing new products with the help of advertising is supposed to thwart the adversities,m, especially for Samsung.
Expected Results;
- The intro of the first-ever mass-production of 3-nm Gen 1 chips implies GAA technology will be produced this year and supplied to Chinese companies. The 2nd GAA chips for next year are expected to be used in Galaxy smartphones from 2024.
- Samsung has unaffected results for yield with the new 3-nm process, despite earlier statements.
- To Ameliorate production, the company also launched a task force The company’s DS Sales division, or TF, constituted in mid-June antecedently for packaging.
- TSMC, which plans to apply the GAA technology to 2-nm chips, is going to palliate Samsung’s achievement.
- As per Japan’s Nihon Keizai Shimbun, Samsung is producing its 3-nm chips on a small scale at its Hwaseong plant.
Concluding Remarks;
The chipmaking tech is extremely difficult as to put a complex process that requires 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 and 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 an early starter would benefit, such as Samsung.
- Tsmc pauses are benefitting Samsung to take the top spot.
- Although TSMC has had superiority over Samsung, this time, Samsungs seems to show a promising future.
