Catch Me If You Can — Samsung To Produce 2NM Chip — AAPL At 3 — INTC At 10 — June 28, 2023

Locator: 44825CHIPS.

Link here.

So many data points in that article.

• Samsung’s foundry lags Taiwan’s TSMC, the world’s biggest contract manufacturer, by some distance. In the first quarter of the year, TSMC accounted for 59% of global semiconductor foundry revenue, versus 13% for Samsung
• Samsung is now looking to play catch up by upping its capacity and laying a roadmap out for high-growth areas in the chip market. 
• the company reiterated that its 1.4nm process will begin in 2027 as planned. 
• for reference, Apple’s latest iPhone processor is made using a 5nm process. 
• Samsung anticipates that smartphones will require more advanced chips moving forward and is preparing for that in 2025. 
• earier this year, Samsung said it would begin making chips with a 2 nanometer process in 2025. The company has now given a more detailed roadmap, saying it will begin mass production of the 2nm process for mobile applications in 2025, then expand to high-performance computing in 2026 and to automotive in 2027. 
• Samsung also said it is continuing to expand its chip manufacturing capacity, with new manufacturing lines in Pyeongtaek, South Korea, and Taylor, Texas, which Samsung has previously announced.

Background:

• Perhaps best known for its smartphones, the South Korean technology firm has a huge semiconductor business that is its main profit driver. 
• Samsung makes memory chips that go into data centers and laptops. But Samsung also has a chip manufacturing business known as a foundry, which produces semiconductors for other companies that design chips, such as Qualcomm.