There is no doubt that the nodes that generate the most interest are the most advanced. Samsung is a giant in the world of semiconductors, and how could it be otherwise? has made significant progress with the 3nm nodethe most advanced that exists today if we do not include those that are in an experimental phase or in a little advanced state, and also one of the most important, since it is destined to mark the future of the sector in the short and medium term.
Samsung has invested a lot of money to keep moving forward and offer not only the most advanced nodesbut also to get a high success rate per wafer, something that is essential to generate more interest among its main clients, and to compete with large companies such as TSMC. As if this were not enough, the South Korean giant has also confirmed that it will start producing chips in nodes below 3nm in the second half of this year.
However, we must not forget that the legacy nodes, that is to say, of those less advanced ones that promoted the most cutting-edge chips a few years ago, they enjoy increasing popularity and demand due, mainly, to that increasingly close link that exists between the world of the automobile and the technology sector. . In effect, I am referring to that binomial between technology and motor that has made car production deeply dependent on semiconductors.
The South Korean company has not been immune to this reality, and for this reason it is considering the possibility of expanding its production capacity for legacy nodes. The source of the news, a well-known and reliable South Korean media, has not specified exactly which legacy nodes Samsung could promote, but it seems that we would be talking about nodes of 10nm, 14nm, 22nm and 28nm.
50% of the revenue recorded by TSMC in 2021 they came from the 16nm and above nodes, what are known as legacy nodes, so it is perfectly understandable that Samsung wants to expand its production capacity of these nodes, especially considering that their weight in the nodes of more of 10 nm is inferior to that of the Taiwanese company, which means that it obtains less income.
We will have to wait to see how this movement evolves, but I think it is a correct strategy, not only because of everything we have discussed, but also because it would reduce Samsung Foundries’ dependence on its most advanced nodes.