> process technology migration to 3- and 2-nanometer (nm) based on the company’s Gate-All-Around (GAA) transistor structure I believe GAA is the next gen tech for the node process. Samsung is the first foundry to do GAA w/3nm while TSMC is sticking w/FinFET for their 3nm. It'll be interesting to see how 3nm FinFET compare to 3nm GAA. https://www.anandtech.com/show/16041/where-are-my-gaafets-ts... edit: >After that, t…
I want to add some context for those who dont follow Semi closely. Samsung Foundry have a history of over promise and under deliver. This 3nm launch will likely be similar to their EUV node which they claim to be industry first but wasn't shipping in any real volume. So arguably they are not lying, but it is a marketing spin. TSMC is an extremely pragmatic company. It either work or it doesn't, there is no need to sa…
What is the point of having the best tech in 2021 if all capacity is allocated to a single customer?