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Samsung is ramping up efforts to commercialize its 1.4-nanometer process technology (SF1.4), with the ambitious goal of attaining mass production by 2027. This move is seen as a direct challenge to TSMC's preeminent standing in the realm of cutting-edge process technology. However, within the semiconductor industry, there's a prevailing consensus that the competition in advanced processes transcends mere process node nomenclature. It encompasses a holistic optimization of performance, power consumption, and area (PPA), alongside improvements in yield, the utilization of extreme ultraviolet lithography (EUV) equipment, and the scale of mass production. The linchpin for securing major AI customer orders rests on the maturity and stability of the process technology.
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