三星積極發展2奈米製程,目標大幅提升2奈米產能,並已獲得多家客戶青睞。三星能否藉由先進2奈米製程,在晶圓代工市場上挑戰台積電的領先地位?根據市調機構 Counterpoint Research 最新報告,三星計畫在 2026 年底前將其 2 奈米製程的月產能提升至 21,000 片晶圓,相較於 2025 年將成長 163%,產能幾乎翻倍。 為了達成這項目標,三星正集中火力攻克技術瓶頸,強化製程控制並提升良率,讓先進製程邁入量產階段。 五大重點客戶曝光!橫跨 AI、自研晶片與加密挖礦 報告指出,三星的 2 奈米製程已吸引五家重量級客戶,分別為: 特斯拉 AI 晶片 三星自研 Exynos 2600 處理器 MicroBT(比特微)與 Canaan(嘉楠)的加密貨幣挖礦晶片 高通第 5 代 Snapdragon 8s Elite 行動平台 其中,Exynos 2600 預期將成為首款量產的 SF2 製程 SoC,而高通的新一代旗艦晶片則預計於 2026 年初完成 Tape-out(投片),為後續量產鋪路。 三星押寶先進製程,要在兩年內翻轉戰局 目前台積電在全球晶圓代工市場仍穩居龍頭,市佔率達 70.2%,三星以 7.3% 排名第二,雙方差距相當懸殊。 為了扭轉局勢,三星訂下「兩年內實現代工業務獲利並達成 20% 市佔率」的戰略目標,三大關鍵執行路線包括: 持續提升 2 奈米製程的良率 加速推動 美國德州泰勒廠 進入量產 積極與高價值客戶建立長期合作關係 若這些策略成功落實,三星在尖端製程領域有望逐步縮小與台積電之間的技術與市佔差距。   延伸閱讀:特斯拉擴大與三星合作,AI5 晶片委託 2 奈米製程代工,挑戰台積電霸主地位 延伸閱讀:ASML首款第二代 2 奈米製程曝光機出貨,價格約新台幣 134 億元 延伸閱讀:2 奈米良率大比拼:台積電 65%、Intel 追上、三星仍卡關  加入T客邦Facebook粉絲團三星積極發展2奈米製程,目標大幅提升2奈米產能,並已獲得多家客戶青睞。三星能否藉由先進2奈米製程,在晶圓代工市場上挑戰台積電的領先地位?根據市調機構 Counterpoint Research 最新報告,三星計畫在 2026 年底前將其 2 奈米製程的月產能提升至 21,000 片晶圓,相較於 2025 年將成長 163%,產能幾乎翻倍。 為了達成這項目標,三星正集中火力攻克技術瓶頸,強化製程控制並提升良率,讓先進製程邁入量產階段。 五大重點客戶曝光!橫跨 AI、自研晶片與加密挖礦 報告指出,三星的 2 奈米製程已吸引五家重量級客戶,分別為: 特斯拉 AI 晶片 三星自研 Exynos 2600 處理器 MicroBT(比特微)與 Canaan(嘉楠)的加密貨幣挖礦晶片 高通第 5 代 Snapdragon 8s Elite 行動平台 其中,Exynos 2600 預期將成為首款量產的 SF2 製程 SoC,而高通的新一代旗艦晶片則預計於 2026 年初完成 Tape-out(投片),為後續量產鋪路。 三星押寶先進製程,要在兩年內翻轉戰局 目前台積電在全球晶圓代工市場仍穩居龍頭,市佔率達 70.2%,三星以 7.3% 排名第二,雙方差距相當懸殊。 為了扭轉局勢,三星訂下「兩年內實現代工業務獲利並達成 20% 市佔率」的戰略目標,三大關鍵執行路線包括: 持續提升 2 奈米製程的良率 加速推動 美國德州泰勒廠 進入量產 積極與高價值客戶建立長期合作關係 若這些策略成功落實,三星在尖端製程領域有望逐步縮小與台積電之間的技術與市佔差距。   延伸閱讀:特斯拉擴大與三星合作,AI5 晶片委託 2 奈米製程代工,挑戰台積電霸主地位 延伸閱讀:ASML首款第二代 2 奈米製程曝光機出貨,價格約新台幣 134 億元 延伸閱讀:2 奈米良率大比拼:台積電 65%、Intel 追上、三星仍卡關  加入T客邦Facebook粉絲團

三星 2 奈米晶片產能將翻倍!預計明年迎來特斯拉、高通等五大客戶

2025/11/27 08:30

根據市調機構 Counterpoint Research 最新報告,三星計畫在 2026 年底前將其 2 奈米製程的月產能提升至 21,000 片晶圓,相較於 2025 年將成長 163%,產能幾乎翻倍。

為了達成這項目標,三星正集中火力攻克技術瓶頸,強化製程控制並提升良率,讓先進製程邁入量產階段。

五大重點客戶曝光!橫跨 AI、自研晶片與加密挖礦

報告指出,三星的 2 奈米製程已吸引五家重量級客戶,分別為:

  • 特斯拉 AI 晶片

  • 三星自研 Exynos 2600 處理器

  • MicroBT(比特微)與 Canaan(嘉楠)的加密貨幣挖礦晶片

  • 高通第 5 代 Snapdragon 8s Elite 行動平台

其中,Exynos 2600 預期將成為首款量產的 SF2 製程 SoC,而高通的新一代旗艦晶片則預計於 2026 年初完成 Tape-out(投片),為後續量產鋪路。

三星押寶先進製程,要在兩年內翻轉戰局

目前台積電在全球晶圓代工市場仍穩居龍頭,市佔率達 70.2%,三星以 7.3% 排名第二,雙方差距相當懸殊。

為了扭轉局勢,三星訂下「兩年內實現代工業務獲利並達成 20% 市佔率」的戰略目標,三大關鍵執行路線包括:

  1. 持續提升 2 奈米製程的良率

  2. 加速推動 美國德州泰勒廠 進入量產

  3. 積極與高價值客戶建立長期合作關係

若這些策略成功落實,三星在尖端製程領域有望逐步縮小與台積電之間的技術與市佔差距。

  • 延伸閱讀:特斯拉擴大與三星合作,AI5 晶片委託 2 奈米製程代工,挑戰台積電霸主地位
  • 延伸閱讀:ASML首款第二代 2 奈米製程曝光機出貨,價格約新台幣 134 億元
  • 延伸閱讀:2 奈米良率大比拼:台積電 65%、Intel 追上、三星仍卡關
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