rumor mill: Samsung would have represented an important technical leap entering the 1.4Nm-class manufacturing with its SF1.4 node, which offers increased power efficiency and performance on the previous generations-a particularly important advancement for computing and AI applications. To gain a competitive edge, Samsung designed the SF1.4 with a cost -effective approach for low production costs, which aims to help them occupy more market share.
The Samsung Foundry had originally planned to enter the high-volume manufacturing by 2027 for the SF1.4 node, such as other special nodes such as SF2A, as well as-for-and to include SF2Z, the company’s first power delivery technique.
But a rumor recently suggests that Samsung’s ambitious 1.4Nm node can be fully scraped. These speculation comes from reliable leakar @jukanlosreve, doubting the future of the process.
The potential blow is part of a broader range of challenges to the company.
Immediately: Samsung’s SF1.4 can be canceled.
Are they planning to shut down the Samsung Foundry?
– Jukanlosreve (@jukanlosreve) March 14, 2025
The Samsung Foundry has struggled with its SF3 process with sub -yields, resulting in a delayed Launch of Exynos 2500. In addition, the company had to return parts of its old 5Nm and 7Nm nodes due to low demand.
Despite these failures, Samsung is reportedly continuing to develop Exynos 2600 on its SF2 process and is working on AI chips for PFN. In addition, some of its 4Nm nodes have received new orders from Chinese Fabless companies affected by restrictions.
However, major industry players favor contestants like TSMC and Intel on Samsung. Korea notes the Economic Daily that Samsung Foundry has a market share compared to the TSMC’s 67.1 percent compared to 8.2 percent, which can lead to an important overhaul within the company. In addition, the business post suggests that the Department of Exynos can be transferred to Samsung MX, giving it more control over future smartphone system-on-chip design.
Samsung’s struggle in the semiconductor region is inspired by widespread challenges in its commercial divisions. The company recently reported a decline in market share in several major areas including smartphones and memory chips. Samsung’s mobile division dropped its market stake in 2024 to 28.3 percent, below 30.1 percent in 2023, while its DRAM market share increased from 42.2 percent to 41.5 percent.
The company is also facing geopolitical risk and instability in the price of raw materials, which further complicates its operation.
In response to these challenges, Samsung is reducing its foundry investment for over 2025 more than 2025, which is reducing them to KRW5 trillion ($ 3.5 billion) in 2024 compared to KRW 10 trillions.
