Samsung and Intel believe this is their best chance to close the game with TSMC.
  • AutoTL;DR@lemmings.worldBEnglish
    3·
    11 months ago

    This is the best summary I could come up with:

    The world’s leading semiconductor companies are racing to make so-called “2 nanometer” processor chips that will power the next generation of smartphones, data centers, and artificial intelligence.

    Taiwan Semiconductor Manufacturing Company remains the analysts’ favorite to maintain its global supremacy in the sector, but Samsung Electronics and Intel have identified the industry’s next leap forward as a chance to close the gap.

    Any company that opens up a technological lead in the next generation of advanced semiconductors will be well placed to dominate an industry that pulled in well over $500 billion in global chip sales last year.

    That is projected to grow further due to a surge in demand for the data center chips that power generative AI services.

    TSMC, which dominates the global market in processors, has already shown the process test results for its “N2”—or 2 nanometer—prototypes to some of its biggest customers, including Apple and Nvidia, according to two people with direct knowledge of the discussions.

    But two people close to Samsung said the Korean chipmaker was offering cut-price versions of its latest 2 nanometer prototypes in an effort to attract the interest of big-name customers including Nvidia.

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