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Samsung is the largest manufacturer of memory chips in the world.
Jacob Borzycki | Norphoto | Getty Images
Samsung Electronics on Wednesday laid out a roadmap for expanding its chip maker business, including leading semiconductors, as it looks to catch up with the leader. TSMC.
Perhaps best known for its smartphones, the South Korean tech company has a huge semiconductor business which is its main driver of profit. It makes memory chips that go into data centers and laptop computers.
But Samsung also has a chip-making business known as a foundry, which produces semiconductors for other companies that design chips, such as Qualcomm.
Earlier this year, Samsung said it would start making chips with the 2nm process in 2025. Now the company has provided a more detailed roadmap, saying it will begin mass production of the 2nm process for mobile applications in 2025, and then expand to high Performance Computing in 2026 and Automotive in 2027.
The nanometer figure indicates the size of each individual transistor on a chip. The smaller the transistor, the more of it can be packed into a single semiconductor. Normally, nanometer size reduction can lead to more powerful and efficient chips.
for reference, apples The latest iPhone processors are made using the 5nm process. Samsung expects smartphones to require more advanced chipsets going forward and is preparing for that in 2025.
High-performance computing refers to chips for data centers to train and deploy AI applications, as Samsung looks to capitalize on the technology’s growth, driven in part by OpenAI’s ChatGPT popularity. nvidiathe market leader in artificial intelligence chips, and relies on foundries such as TSMC to manufacture semiconductors.
Samsung’s foundry lags Taiwan’s TSMC, the world’s largest contract manufacturer, by some degree. In the first quarter of the year, TSMC accounted for 59% of global semiconductor foundry revenue, versus 13% for Samsung, according to Counterpoint Research.
Samsung is now looking to catch up by ramping up its capacity and mapping out high-growth areas in the chip market.
The company has reiterated that the 1.4nm process will start in 2027 as planned.
Samsung also said it continues to expand its chip manufacturing capacity, with new manufacturing lines in Pyeongtaek, South Korea, and Taylor, Texas, which Samsung previously announced.
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