Samsung plans to beat TSMC and Intel in 2nm technology race

Samsung, TSMC, and Intel are competing to develop 2nm process technologies for the global foundry market. These companies want to partner with OpenAI’s CEO Sam Altman, who created the AI chatbot ChatGPT, and has raised an investment of 930 trillion won.

The market research firm Omdia expects the foundry market to grow from US$126.4 billion this year to US$153.83 billion by 2026, driven by processes below 5 nm.

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Samsung is ahead of TSMC in using Gate-All-Around (GAA) technology, which improves transistor performance and efficiency for its 3-nm and 2-nm processes. TSMC will use GAA for its 2nm process for the first time.

On the other hand, Intel plans to produce its 20 A process, based on GAA and equivalent to 2nm, in the first half of this year. It will also provide the 18 A process to foundries in 2025. Intel has the next-generation lithography equipment from ASML, but it may face difficulties in meeting its schedule.

The focus is on whether Samsung Electronics will overtake TSMC to claim the top spot in the 2nm race, or Intel, which will be the first to get next-generation lithography equipment.

VIA