Overview
- Reports on Tuesday say Samsung Foundry has restarted commercialization work on its 1.4nm node and reset the mass‑production target from 2027 to 2029.
- The company paused 1.4nm in early 2025 to focus on stabilizing yields for its 2nm GAA processes (SF2 and SF2P) and returned to 1.4nm after those yields improved.
- Samsung has asked equipment suppliers including Applied Materials and Lam Research to begin advanced tool development and will use ASML High NA EUV machines at NRD‑K for critical layers.
- Industry timelines keep Samsung one to two years behind rivals, with Intel targeting 2027 and TSMC 2028 for comparable 1.4nm production, which could limit Samsung's near‑term market share.
- The restart comes with reported commercial moves and related work on V12 NAND equipment that could influence customer sourcing and wafer‑cost dynamics, but some commercial claims remain unconfirmed.