Regarding the next-generation GAA (Gate-All-Around)-based 3-nano semiconductor process, there are conflicting reports about Samsung Electronics' 'musan' and 'starting mass production in the first half', and trust has fallen. reached
The Dong-A Ilbo reported on the 21st that about Samjeong Electronics, it was reported that it was difficult to mass-produce even in the third quarter.
On the other hand, Yonhap News reported on the 22nd that a <Samsung Electronics official said, "The 3-nano mass production schedule is proceeding without any setbacks as scheduled, and mass production will start in the first half of the year."
According to the industry on the 22nd, "Samsung Electronics is known to officially announce the mass production of the next-generation GAA (Gate-All-Around)-based 3-nano semiconductor process," according to the industry on the 22nd.
An anonymous Samsung Electronics official first revealed to the Dong-A Ilbo, “It is an ultra-fine tip process, so the technical barrier is bigger than expected,” and revealed that the GAA 3nm (nanometer) process 'almost no mass production in the first half' revealed that high-tech semiconductors 'the end of June in the first half of the year' Entry was seen as a disappointment.
Samsung Electronics' 3nm mass production became an international issue when President Yoon Seok-yeol and US President Joe Biden signed a 3-nano wafer instead of a guest book during their visit to the Pyeongtaek plant at the Korea-US summit a month ago.
In announcing its first quarter results on April 28, a month ago, Samsung Electronics said, "We will secure a technological edge over competitors (TSMC) by mass-producing the world's first GAA 3-nano process in the second quarter of this year." ) has also entered a stable trajectory.”
TSMC of Taiwan announced the introduction of the 2nm process in 2025 and the introduction of the 3nm process in the second half of this year as a result of the release of the new design technology 'FinFlex' and the production schedule at the '2022 North American Technology Symposium' held in the United States on the 16th. The FinFET process utilizes a fin-shaped protrusion by designing a semiconductor in a three-dimensional (3D) form.
Until now, semiconductors were only able to use one finFET per chip or system-on-a-chip (SoC), and TSMC applied FinFET technology to power consumption and size adjustment by further enhancing finFET technology.
Although TSMC's production schedule is 'commercialization of 2nm process from 2025' like Samsung, it seems to have secured external credibility.
TSMC announced that its next-generation equipment, 'Hi NA EUV' (extreme ultraviolet exposure equipment, ASML product from the Netherlands), is scheduled to be built in 2024 at the announcement of the 2nm chip production schedule confirmation.
Samsung Electronics announced that it will overtake TSMC with ‘introduction of GAA technology to 3nm in the first half of this year’ and ‘mass production of GAA-based 2nm process in 2025’, but it seems to have been hit by a barrier in ‘introduction in the first half of this year’.
Vice Chairman Lee Jae-yong's request for supply of 'Hi-NA EUV' equipment was frustrated during his business trip to ASML in the Netherlands, and he has been holding emergency meetings since his return.
An official from the 'Hankyoreh' said, "Since the government's inauguration, there has been talk that Samsung needs to take action first in relation to the pardon of Samsung Electronics Vice Chairman Lee Jae-yong, and then the related discussion has expanded to Hyundai Motor, SK, and Hanwha." After the inauguration of the new government, not only Samsung, but also Hyundai Motor, SK, Hanwha, etc., semiconductors, electric vehicles, hydrogen vehicles, 6th generation (6G) mobile communication, hydrogen power generation, etc. will be announced first before the government talks about deregulation on related businesses. There was talk that there was a need,” he said on the 21st.
Another official from the presidential office told reporters on the 22nd, "The government's intervention in corporate investment plans is an outdated idea. "It's a work" and "an obvious novel," reported 'Dailyan'.
At one point during the market on the 22nd, Samsung Electronics fell to 57,900 won at a new 52-week low, and investment trusts and pension funds are pouring out after foreigners.
Foreigners have been net selling Samsung Electronics for a total of 13 consecutive trading days from the 2nd to the 21st.
Securities companies that promised 100,000 won per share under the slogan of '100,000 electronics' are continuing to report encouraging individuals to 'buy at the bottom'. .
Brokerage reports are mainly based on arbitrary interpretations of the US Fed, creating a 'buy' for Koreans and a 'sell' for foreigners.
In the stock market on the 22nd, foreigners and institutions net sold more than 400 billion won, and the KOSPI index fell 2.74% to 2,342.81.
In the stock market, where only Korea crashed despite the recent rebound in the US stock market, foreigners net sold 320.3 billion won and institutions 85.3 billion won, while individuals alone bought 376.1 billion won.
By industry, all stocks fell and stock prices of all companies except the top three stocks by market capitalization fell, with Samsung SDI dropping 6.12%.