Samsung plans to mass-produce the second-generation 3nm chip using GAA technology in the second half of the year.

Samsung plans to mass-produce the second-generation 3nm chip using GAA technology in the second half of the year.

According to media reports, Samsung highlighted the progress of the Gate-All-Around (GAA) process technology at the "Annual Foundry Forum" held in San Jose, California, the United States, recently. Samsung's GAA process has entered its third year of mass production, demonstrating a certain level of maturity in terms of yield and performance. Based on the evolution of GAA technology, Samsung plans to mass-produce the second-generation 3nm process (SF3) in the second half of this year and adopt GAA for its upcoming 2nm process. Samsung said that its GAA production has been steadily increasing since 2022, and GAA production is expected to grow significantly in the coming years.

As chips become more sophisticated and even exceed physical limits, GAA is seen as an important factor in continuing to manufacture more powerful chips for AI. GF Securities also stated that the current semiconductor upcycle is still in its early stages, with the AI track experiencing rapid growth in revenue and strong certainty, potentially benefiting the most from both rapid revenue growth and valuation recovery. In the long run, as AI models gradually mature and intelligence further improves, it is expected to drive a large number of applications, further promoting the valuation growth of related companies. In the overseas supply chain, wafer manufacturing, heat dissipation, and storage have undergone significant upgrades in both quantity and technology, potentially benefiting fully from AI technology iterations and strong demand.