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Samsung plans to beat TSMC and Intel in 2nm technology race

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Samsung, TSMC, and Intel are competing to develop 2nm process technologies for the global foundry market. These companies want to partner with OpenAI’s CEO Sam Altman, who created the AI chatbot ChatGPT, and has raised an investment of 930 trillion won.

The market research firm Omdia expects the foundry market to grow from US$126.4 billion this year to US$153.83 billion by 2026, driven by processes below 5 nm.

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Samsung is ahead of TSMC in using Gate-All-Around (GAA) technology, which improves transistor performance and efficiency for its 3-nm and 2-nm processes. TSMC will use GAA for its 2nm process for the first time.

On the other hand, Intel plans to produce its 20 A process, based on GAA and equivalent to 2nm, in the first half of this year. It will also provide the 18 A process to foundries in 2025. Intel has the next-generation lithography equipment from ASML, but it may face difficulties in meeting its schedule.

The focus is on whether Samsung Electronics will overtake TSMC to claim the top spot in the 2nm race, or Intel, which will be the first to get next-generation lithography equipment.

2nm Snapdragon Coming: Qualcomm orders Samsung, TSMC to produce prototype

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Hey, Camila is here! From the very beginning, I love using Samsung phones like a die-hard fan. Apart from detailing One UI features for readers, I love exploring different apps of the Samsung ecosystem with a cup of tea!

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Samsung teases Galaxy S24 Ultra Titanium Yellow launch in India

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Samsung June 2024 week I update

Samsung might soon launch Galaxy S24 Ultra in a new Titanium Yellow color in India. The company has recently teased the forthcoming colorway of its latest flagship through a cryptic post. A related report claims that a Yellow variant of the S24 Ultra is coming.

The company hasn’t revealed such details in its Instagram post. The post, in particular, has an image showing a girl holding a Sunflower in her hands. Additionally, the Instagram post caption “All set to welcome a fresh new look for something (already) epic.”

Since the flower is only highlighted in that color pop image, it aligns with the Yellow color arrival. TheTechOutlook claims that Samsung may launch the Titanium Yellow colorway of the Galaxy S24 Ultra. Besides, its sale in the offline channels will likely start on June 21.

 

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The Galaxy S24 Ultra sports a 6.8-inch Dynamic AMOLED 2X screen with a QHD+ resolution. The display features 120 Hz refresh rate, 2,600 nits peak brightness, and HDR10+ support. The phone is equipped with Snapdragon 8 Gen 3, paired with up to 12 GB RAM and 1 TB internal storage.

Under the hood, the S24 Ultra packs a 5,000mAh battery that supports 45W fast charging. The smartphone runs Android 14-based OneUI 6.1 and will get 7 years of Android upgrades. It also features a large vapor chamber cooling technology for a seamless gaming experience.

In terms of optics, the S24 Ultra boasts a 200MP OIS-enabled primary, a 50MP Periscope with 5x optical zoom, a 10MP telephoto with 3x zoom, and a 12MP ultrawide camera on the back. The front side of the smartphone sports a 12MP front camera for selfies and video calling.

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Samsung may ditch AMD Xclipse, in-house Galaxy GPU likely in future

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Samsung Developers gaming

Samsung Galaxy may end up canceling the AMD partnership for Exynos GPU. Following reports of Snapdragon exclusivity in Galaxy S25, another input suggests Samsung considering investing in GPU. A flagship chip for Galaxy with an in-house GPU is expected to debut in 2026.

According to Bloter, a Samsung executive of the management committee within the board of directors has decided to invest in GPU. It’s a move likely to strengthen Samsung’s “GPU-related business competitiveness or to expand its internal information technology (IT) infrastructure.”

With the Exynos 2200, Samsung debuted the Xclipse GPU made in partnership with AMD. There was no Exynos 2300, while the second-gen Xclipse GPU has been integrated with Exynos 2400. The partnership may continue with AMD for another SoC, i.e. Exynos 2500.

In the recent past, a trusted insider also claimed that the Samsung-AMD partnership may be discontinued for Galaxy GPU after 2025. The South Korean tech giant may introduce a powerful processor featuring its in-house graphics processing unit in 2026.

This is the first time that Samsung Electronics has decided to invest in GPUs at the management committee since 2012. Meanwhile, there is an interpretation that Samsung Electronics decided not to develop and manufacture GPUs, but to utilize them internally.

Ming-Chi Kuo revealed that Qualcomm will be the sole supplier of the Galaxy S25 series. Snapdragon’s share in the Galaxy S24 series is just 40%, which will jump to 100% next year. Samsung is unlikely to ship Exynos 2500 due to 3nm yield and power efficiency concerns.

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TSMC ahead in 3nm process, Samsung struggles for next Snapdragon, Tensor

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Qualcomm Snapdragon 8 Gen 3 for Galaxy

TSMC managed to secure its lead in the latest 3nm foundry process. It would further widen the gap with rivals such as Samsung and SMIC. Samsung failed to win orders for its most advanced 3nm foundry process due to yield and efficiency concerns.

Global semiconductor vendors could opt for the TSMC 3nm process this year. After Apple, Qualcomm, Nvidia, AMD, Intel, MediaTek, and Google will be joining the Taiwanese chip maker. Samsung missed orders from Qualcomm and Google for their next-gen chips.

Samsung’s contract manufacturing division’s prototypes have lagged behind TSMC. The company’s foundry yield and power efficiency concerns offered an early lead to TSMC in the 3nm race. Google and Qualcomm ultimately chose TSMC after careful consideration for their 2025 chips.

Samsung Foundry had been working hard to secure Qualcomm and Google orders for next-generation chip. The next generation Tensor processor will be manufactured by TSMC. Snapdragon 8 Gen 4 is also being produced in Taiwan on a 3nm process node.

The Korean tech giant was the first to commence (in June 2022) mass production of the 3nm process using the GAAFET process. Despite entering its third year since introducing the 3nm process semiconductors, the OEM has struggled to secure customers.

The Exynos 2500, developed in-house and produced using Samsung Foundry’s 3nm process, has faced similar yield issues. The efficiency is still 10-20% lower compared to TSMC, suggesting a potential cancellation to be used in the Galaxy S25 series next year.

Also Read | No Exynos in Galaxy S25, Samsung may go all Snapdragon again!

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