Samsung's Big Move in Chip Tech: What's Next?

A Major Leap Forward

Samsung is making waves in the semiconductor world. They've just finished the basic design of their second-generation 2nm GAA process. This tech is set to power future Exynos chips and more. It's a big step for Samsung, showing they're back in the game and could challenge TSMC, the current leader.

First-Generation Success Paves the Way

The first-generation 2nm GAA process is already in production. Yields are improving, and if the second-gen follows suit, we might see it in the Exynos 2700. Samsung's goal is to boost their foundry business with this new tech. They're aiming for a 50 percent yield soon, which is a solid target.

Second-Gen 2nm GAA: Better Performance Ahead

The second-gen 2nm GAA, also called SF2P, promises better performance. It's expected to be:

• 12% faster
• 25% less power consumption
• 8% less space

While we don't know which customers are interested yet, Qualcomm could be a likely candidate. They might use Samsung's 2nm GAA wafers for the Snapdragon 8 Elite Gen 2, designed for the Galaxy S25 series.

Competition Drives Innovation

Samsung is also likely to resume dual-sourcing with TSMC. This competition is good for everyone, pushing both companies to innovate and improve. For now, let's keep an eye on the first-gen 2nm GAA node. The more competition, the better the tech.