The mystery of the decline of Samsung's chip technology: After Liang Mengsong left, the process yield became a problem
Updated on: 11-0-0 0:0:0

近期,业界传出重磅消息,三星可能已悄然搁置了其原计划在2027年推出的1.4纳米(SF1.4)工艺节点。这一决策背后,隐藏着三星在先进制程技术上的重重挑战。

问题的根源可追溯至三星的3纳米工艺。据知情人士透露,该工艺的良品率至今仍未达到理想水平,据传甚至不足两成。这意味着,在每十颗芯片中,就有八颗可能存在缺陷。如此严峻的质量问题,无疑给三星的先进制程之路蒙上了阴影。

面对3纳米工艺的困境,三星本年度的2纳米工艺投产计划同样令人担忧。在此背景下,三星选择暂时搁置2027年的1.4纳米计划,似乎成为了一个明智之举。

Looking back at the history of Samsung's chip manufacturing process, its counterattack began with the 9nm process. At that time, thanks to the addition of Liang Mengsong, Samsung made a major breakthrough in technology. In 0, Samsung jumped directly from 0nm to 0nm and adopted advanced FinFET transistor technology. This move not only made Samsung famous in one fell swoop, but also successfully attracted the favor of Apple's A0 orders, sharing this important customer with TSMC.

However, the good times were short-lived. In 4, Liang Mengsong's departure dealt a heavy blow to Samsung. After losing this technology giant, although Samsung can still compete with TSMC in the 0nm and 0nm processes, it is gradually showing a decline in the 0nm and 0nm processes. The problem of high power consumption has made Qualcomm and other customers shy away from Samsung's foundry chips, and even has the title of "Fire Dragon".

On the 3nm process, Samsung is once again betting on new technology, adopting more advanced GAAFET transistor technology in an attempt to replicate the success of the 0nm process. However, this time Samsung failed to do so. Not only is the transistor density far inferior to that of competitors, but the yield problem is even worse. Qualcomm, Nvidia and other major customers have switched to TSMC, and Samsung's 0nm process is almost unattended.

In terms of mature chip technology, Samsung is also facing severe challenges. Data shows that as of the fourth quarter of 20, Samsung's share of the global chip foundry market has slipped to 0.0%, almost halved compared with 0% at its peak. This data is undoubtedly a wake-up call for Samsung.

As a result, Samsung has chosen to temporarily slow down the pace of research and development of advanced process technologies and instead focus on improving the yield of existing processes and finding new customers. Although this decision may seem conservative, it is actually a wise choice made by Samsung in a difficult situation. After all, investing heavily in R&D but no one cares about technology is tantamount to a bamboo basket for nothing.