Samsung Foundry's 4nm Chip Yields Exceed 80%, Poised to Directly Compete with TSMC
New reports from South Korea indicate that Samsung Foundry has made key progress in the mass production of its 4nm FinFET process, with yields exceeding 80%. This signifies that the process has officially entered a mature stage. This milestone is seen as an important step for Samsung in catching up with competitor TSMC in advanced process technology.
Reports indicate that Samsung Electronics' production base in Pyeongtaek is currently mass-producing 5nm and 7nm chips, and is also capable of supplying 4nm chips in large quantities to customers in areas such as AI accelerators, automotive electronics, and mobile devices. With global tech giants seeing record demand for high-performance storage and computing chips, this development will help Samsung engage in more direct competition with TSMC for orders.
Samsung Foundry's current 4nm process is also the underlying chip technology used for its sixth-generation HBM4 high-bandwidth memory chips. The continued rise in demand for HBM-type high-bandwidth memory in scenarios such as AI training and inference, data centers, and high-end graphics cards further enhances the strategic value of stable and mature 4nm processes for Samsung's overall semiconductor business.
Over the past six years, Samsung has continuously promoted the mass production of 4nm chips, and the current yield exceeding 80% is seen as a sign that the process has entered a mature stage. This is expected to cushion the impact of the recent surge in memory prices to some extent. Reports predict that as the yield and shipments of the 4nm production line increase, Samsung is expected to reverse its pressured profitability due to rising storage prices in the second half of this year, and push the semiconductor business back onto a profitable track.