Recent industry news has been reported that in order to overcome the crisis of the crystalline foundry industry, Samsung has adjusted its operation strategy and decided to postpone the original development schedule of next-generation processes, such...
Recent industry news has been reported that in order to overcome the crisis of the crystalline foundry industry, Samsung has adjusted its operation strategy and decided to postpone the original development schedule of next-generation processes, such as 1.4 nanometers, to focus on improving the yield of existing advanced processes and optimize customer needs. It is reported that Samsung has recently explained this situation to suppliers.
According to reports from Korean media ZDNet Korea, Samsung plans to focus on stable yields and optimize advanced process yields such as 2/4 nanometers.Samsung has faced a big setback due to poor yields recently. According to technology media Wccftech, AMD and Samsung's original SF4X process were reported. However, market news came out that AMD has canceled Samsung's 4-nanometer order, and commissioned TECHNOLOGY 4-nanometer process to produce EPYC server central processor, which has promoted it to become one of the factors that Samsung's transformation strategy.
Samsung recently held the "SAFE (Samsung Advanced Foundry Ecosystem) Forum 2025" in California. According to the disclosures of many participants, Samsung plans to postpone the production schedule of 1.4 nanometers (SF1.4) and is originally scheduled to be produced in 2027.
Samsung 2 nanometer process is expected to start production in the second half of the year. The first process, SF2, has an efficiency improvement of about 12% and energy efficiency improvement of about 25%.
Semiconductor industry insiders pointed out that Samsung has clearly stated that it has no longer blindly pursued advanced processes such as 1.4 nanometers, but has improved the stability of the existing processes. The methods include strengthening 2-nanometer yields, more customized services, and introducing a one-stop (turnkey) solution that combines your own memory.
Another industry insider pointed out that Samsung Crystal OEM Department admitted that the existing process has not received widespread praise from customers, so it decided to turn the focus to process stability. The specific production time for the 1.4 nanometer process has not been reordered yet, but it is estimated to be postponed to 2028-2029.
Due to the difficulty of advanced manufacturing, global technology factories such as Apple, NVIDIA, and Qualcomm have become customers, Samsung's crystalline OEM department has been performing continuously sluggish in recent years.
Market research organization TrendForce data shows that Samsung's crystalline foundry market share in the first quarter of this year was 7.7%, down 0.4 percentage points from 8.1% last quarter. During the same period, the market share of competitors' electric power market increased from 67.1% to 67.6%.
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