The semiconductor industry has become bigger and more important than ever before. The companies that produce the chips in every electronic product we see around us are therefore trying to get a bigger share from the cake. Currently competing with the world’s largest semiconductor manufacturer TSCM, Samsung has announced its vision for the future.Kye Hyun Kyung, head of Samsung Device Solutions Division, acknowledged that Samsung Semiconductor is lagging behind Taiwanese rival TSMC. It has been announced that Samsung’s 4nm technology is roughly two years behind TSMC’s, while its 3nm technology is about a year behind its competitor. However, the chairman also explained that Samsung now has an advantage and the company can surpass TSMC: “We can outrun TSMC in five years.”
Early step to GAA technology could close the gap
The idea that Samsung could surpass TSMC in the next five years comes from Samsung’s intention to use Gate All Around (GAA) technology, starting with the 3nm casting process. However, TSMC will not use GAA before it reaches 2nm production, and Samsung believes this will allow it to catch up with its Taiwanese rival. GAA is a manufacturing technology process that could enable Samsung to produce chips that are both smaller (45%) and consume less energy (50%) based on processes currently used by TSMC. Customer response to Samsung’s 3nm GAA process is also good, according to Kye Hyun Kyung.
Interestingly, Kye Hyun Kyung expects Samsung’s memory semiconductors to become more important in the development of AI servers and become a larger market than NVIDIA GPUs. According to the CEO, Samsung is “confident that memory semiconductor-centric supercomputers can emerge by 2028.”Other recent reports say that Samsung has improved its 4nm efficiency to the point where it will win over two major customers: AMD and Google. The Korean tech giant will reportedly manufacture Google’s Tensor 3 chip on a third-generation 4nm process node. For now, it is unclear which products AMD will produce in Samsung 4nm.
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