Samsung’s chip foundry has hit a bump in the road as the company delays its 1.4nm project. With disappointing yield rates in recent processes, including the 3nm GAA node, Samsung is shifting its focus to the rapidly advancing 2nm node. The company is aiming for a breakthrough in an industry where competition from TSMC and Intel is intensifying.
Initially, plans for the 1.4nm production lines in Pyeongtaek 2 were set to kick off in the second half of 2026. However, Samsung has now put these plans on hold, making the timeline for this ambitious project unclear. There are reports suggesting that mass production for the 1.4nm node might happen around 2028, reflecting a strategic pivot towards more promising ventures.
Samsung’s redirection toward the 2nm process is showing positive signs. The company has observed promising yield rates, setting the stage for mass production by the year’s end. Additionally, Samsung plans to expand its 2nm efforts to the US early next year, which hints at a potential turnaround.
The foundry division has faced financial challenges, reporting losses over several quarters, leading to reduced investments. However, the focus on the 2nm node suggests that Samsung is still keen on making strides in the chip business, showing resilience amid fierce industry competition.
This strategic “restructuring” could mark a significant shift, positioning Samsung to compete more effectively in the evolving semiconductor landscape. While challenges remain, the company’s renewed focus on 2nm technology could provide the breakthrough they need.
