Dan Nystedt· @dnystedt · X·· 12 天前AI 评分55
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Dan Nystedt 转述韩媒报道称,三星因 4nm 代工产能已满载,据报开始为其 5nm 工艺寻找新客户;三星就 2nm 代工合同与全球大型科技公司谈判,但部分谈判耗时超出预期。作者补充对比称,TSMC 3nm 销售旺盛,正在新建四座 3nm 晶圆厂,而三星和 Intel 似乎未参与竞争;三星于 2022 年 6 月宣布 3nm 量产,Intel 称 3nm 大规模生产于 2024 年 6 月开始。原文链接:https://biz.chosun.com/it-science/ict/2026/10/20/FVMUQE74TJDODOC7562CGXREIA/
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What about 3nm? TSMC is selling so much 3nm that it's building four new 3nm fabs, but neither Samsung nor Intel seem to be in the game.
Samsung announced 3nm production in June 2022.
Intel said 3nm mass production began in June 2024.
Samsung has reportedly begun seeking new customers for its 5nm process as its 4nm foundry capacity is now fully utilized. However, while the company is in talks with global Big Tech firms over contracts to manufacture chips using its 2nm process, some negotiations are reportedly taking longer than initially expected. https://biz.chosun.com/it-science/ict/2026/10/20/FVMUQE74TJDODOC7562CGXREIA/在 X 查看被引用的帖子
来源:Dan Nystedt · x.com