Samsung and TSMC have entered the competition for 2nm chip technology. Both foundry giants previously announced their preparations to provide samples for Qualcomm’s latest lithography. However, when it comes to securing actual orders, the Korean giant takes the lead by collaborating with a Japanese startup. The research company has bypassed TSMC for several important reasons.
Japanese startup PFN can serve as a bridge for Samsung in partnering with larger technology companies for 2nm chip orders. Preferred Networks (PFN) specializes in deep learning research and development for IoT applications and is considered the most advanced company in Japan due to its resources and expertise in developing dedicated software and supplying supercomputers to various clients. A report from Seoul Economic Daily states that the potential partnership between PFN and Samsung will be beneficial for both entities.
PFN can gain access to newer chip technologies, giving them an advantage over the competition, while Samsung can finally accelerate its renowned foothold in the foundry field after lagging behind TSMC for a long time. Additionally, the report highlights that the alliance with PFN should open many doors for Samsung, allowing them to acquire more clients for their 2nm chips. PFN is closely associated with NVIDIA and Intel, making it a powerful ally for Samsung.
It is also possible that Samsung offered attractive discounts on its 2nm wafers to entice its first customer for the latest technology. It was previously reported that the company is considering such a strategy to reduce the market share gap between them and their rival, TSMC.
However, it is not confirmed whether the Korean giant has successfully resolved the performance issue allegedly affecting its 3nm GAA process. TSMC is known for setting higher prices for its advanced technology, so Samsung may stand out here, but there are still many details to be discovered. We will keep you updated, so stay tuned!
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The source of the article is from the blog elblog.pl