The South Korean company Samsung Electronics has long sought to reduce its own dependence on the micro-scheme business, which it is trying to achieve by increasing the contractual production of semiconductor components. By 2027, Samsung expects to triple the production capacity using advanced technology, as well as the 1.4-nm process. By mid-decade, companies will be able to receive 2-nm products.
Samsung Electronics plans were announced during the current week. In June, the company began supplying 3-ton products to the first customers, but in the future they could include not only Qualcomm and Tesla, but also AMD, as Samsung explained in a profile briefing, according to Reuters. It is likely that the second generation 3-nm process that Samsung will offer in 2024 will be much higher in demand, as the company believes. Samsung will recognize that the company's 5-nm and 4-Nm Lithography has fallen behind the top competition in TSMC, but that parity should be restored in the future. In fact, even the first generation of 3-ton Samsung products meets the expectations of the customers. The level of annual output on the Samsung Convey is now one of the highest in the industry.
Demand for processes with standards of up to 5 nm and less is rising rapidly even against the backdrop of significant inflationary pressures, as in the long term the components must be used in high-performance computing, artificial intelligence systems, 5G and 6G networks, as well as in the automobile sector. If not spent on advanced lithography now, in the view of Samsung, the semi-conductor industry will simply fall short of the demand for specific products in the future.
The expansion of advanced lithographic production is now constrained by the inability of ASML to supply its customers with the required number of lithographic scanners. Samsung notes the high interest of American clients in obtaining advanced local production components, and from this perspective, the new Texas facility is building with a great potential for expansion. The Taylor enterprise will start its operations in 2024, as the company has added. It is possible that 3-nm components will be produced here, although there is no official indication of the timing of such migration.