Chip production would falter at Samsung, delays are to be expected

Reports from Korea suggest that chip production is simply idling at Samsung Foundry factories. If true, this situation could have significant consequences on delivery times for certain high-end smartphones.

Equipped with an Exynos 2200 in Europe, the Galaxy S22 Ultra could be affected by the production concerns observed at Samsung // Source: Frandroid – Robin Wycke

Both manufactured in the Samsung Foundry factories, the Snapdragon 8 Gen 1 and Exynos 2200 could be impacted by production issues observed on the lines of the Korean giant. In any case, this is what the Business post. The Korean media, whose comments are reported to us by XDA Developers, explains that the performance in Samsung’s factories would be very low, and this, with no immediate prospect of improvement.

If this situation is proven, it could have consequences on the delivery times of certain high-end smartphones. The choice could also end up pushing Qualcomm into the arms of TSMC for the production of a possible Snapdragon 8 Gen 1 Plus, mentioned by certain rumors.

Samsung would prioritize the production of its own chips… too bad for the others

Always according to Business post, Samsung would also be late on the large-scale production of chips engraved in 3 nm. For 2022, the firm would therefore be content to reserve this new manufacturing process for its Exynos chips. Orders for other companies would only be accepted from 2023.

For Samsung, however, there is a real interest in investing quickly in 3 nm. At equal consumption, this node indeed allows a 35% improvement in performance compared to the current 4 nm protocol, while its energy efficiency can be 50% greater at equal performance.

Note that the race for fine engraving continues to be in full swing. If TSMC also encounters performance problems with its latest FinFET engraving technologies, the Taiwanese founder should be able to launch the production of 2 nm chips in 2025, the same year as Samsung (unless there are changes along the way).

Intel plans to invest in this process from 2024. This should serve as a launch pad for the preliminary introduction of its 1.8 nm engraving, from the end of 2024.

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