According to recent articles, Samsung Foundry is struggling with yield issues on its 3nm process, while TSMC is preparing for mass production of 2nm.
Key points:
- Samsung: Introduced GAA FET but yields are below 20%
- TSMC: Sticking with FinFET for now, planning to transition to GAA starting at 2nm
- Impact: Major clients like Qualcomm and Nvidia may flock to TSMC
Personally, I acknowledge Samsung's technical capabilities, but it's disappointing to see the gap in execution speed. We'll have to wait and see if things improve in the second half of the year.