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These high-NA EUV machines are crucial for implementing the ultra-fine circuits required by the 2nm GAA process. While TSMC remains uncertain about upgrading due to its current equipment being sufficient for transitioning to 1.4nm production, Samsung’s motivation is to gain an edge in 2nm GAA production. Test runs for the Exynos 2600 showed yields of only 30 percent, but mass production would require at least a 70 percent yield. The high-NA EUV machinery from ASML can help achieve this goal by facilitating ultra-fine circuits.
ASML can produce only five to six machines annually and is subject to export controls. Given these limitations, Samsung plans to exclusively use its 2nm GAA technology for the Exynos 2600. Although Samsung has completed the basic design for a second-generation 2nm GAA node, it may take several months for potential customers to trust Samsung as a semiconductor partner again.
News Source: Fnnews
