In a move that underscores the headwinds facing the semiconductor industry, Samsung has reportedly delayed the construction of its 1.4nm test line, pushing back the investment to the end of this year, or potentially the first half of next year, according to recent reports.
This shift suggests that Samsung’s planned introduction of 1.4nm process services, initially slated for next year, could face a delay, with industry analysts now projecting a production rollout around 2028.
The decision to postpone the investment stems primarily from the sluggish market conditions impacting Samsung’s foundry business. The division posted a significant loss of approximately 2 trillion won in the first quarter of this year.
Faced with dwindling orders and a decline in sales, Samsung has also scaled back its annual equipment investment plan from approximately 10 trillion won to around 5 trillion won, adopting a more conservative approach.
In response to market pressures, Samsung Electronics is presently prioritizing “internal structural reinforcement,” concentrating its resources and investments on its 2nm process, targeted for mass production by the end of this year.
Furthermore, Samsung’s System LSI division is preparing the “Exynos 2600” application processor, utilizing the 2nm process, with its release anticipated later this year. The potential integration of this processor into the “Galaxy S26” smartphones further bolsters the likelihood of 2nm process mass production.
Samsung’s foundry division is actively pursuing orders from major North American technology firms, including orders for the 2nm process from Tesla and Qualcomm.
Industry sources also indicate that Samsung is considering deploying the 2nm process at its new Taylor, Texas, facility, necessitating acceleration of related process advancements.
Original article, Author: Tobias. If you wish to reprint this article, please indicate the source:https://aicnbc.com/3194.html
