外媒：2nm芯片正式拉开序幕了

春雨科技说

11/13

芯片制造工艺的竞争已进入原子级别，当业内还在猜测谁将率先突破2nm制程时，三星电子却表态全球首款2nm手机芯片Exynos 2600已进入量产阶段，这一消息迅速在半导体行业引起轰动。此前，行业观察家普遍认为台积电将延续其在3nm和5nm时代的领先地位，继续主导2nm工艺。然而三星的突然抢跑，让这场尖端制程竞赛充满了新的变数。对此，有外媒表示：2nm芯片正式拉开序幕了。一、2nm芯片的姗姗来迟...

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2600芯片将成为全球首款采用2nm工艺的移动SoC，该芯片已完成开发并准备好进入大规模生产阶段。而在近日，Exynos 2600的跑分成绩也曝光了，在Geekbench 6基准测试中，该芯片取得了单核3309分、多核11256分的成绩。在后续测试中，成绩进一步攀升至单核3455分、多核11621分，与高通下一代骁龙8 Elite第二代处理器的成绩非常接近。而三星内部测试数据表明，Exynos 2600的AI性能可达苹果A19 Pro的六倍，GPU性能领先75%，多核CPU性能也领先14%。由此可见，在2nm芯片的发展进程中，三星是要领先台积电的。那么问题来了，三星是怎么逆袭台积电呢？我们简单的分析一下。三、三星的逆袭之路在晶圆代工领域，三星长期处于台积电的阴影之下。过去几年，三星在3nm和5nm工艺上的表现不佳，其在散热管理和能效方面的差距甚至导致三星Galaxy S25系列完全放弃了Exynos芯片，转而全部使用高通芯片。三星的逆袭关键在于其激进的技术路线，三星是全球率先将GAA架构用于3nm芯片生产的厂商，并且其2nm技术引入了如晶背供电等先进技术，通过将电源互连移至芯片背面，进一步提升功率、性能和面积。并且在良率上，三星2nm工艺也有非常大的进步。据报道，台积电2nm工艺的良率已突破60%，而三星代工的2nm工艺良率据传仅在10%-20%之间，但也有报道称其良率已提升至约40%。而在2025年10月，三星甚至将其2nm GAA工艺的年底良率目标从50%上调至70%，显示出公司对该技术进展的强烈信心。工艺、性能、良率都有大幅度提升，三星2nm工艺发展进程快于台积电，这也是情理之中的事情了。四、2nm芯片竞争不止三星与台积电当然了，2nm芯片竞赛不仅仅是三星和台积电的双雄对决。英特尔也在积极布局更先进的制程，计划量产其Intel 1.8nm工艺。研究机构TechInsights测算得出，英特尔18A工艺的性能值为2.53，台积电2nm工艺的性能值为2.27，三星SF2工艺的性能值为2.19。日本也在积极进军先进制程领域、日方集结了丰田、索尼等8家日本本土大企业，共同筹办了Rapidus公司，计划在2027年量产2nm芯片，实现从40nm到2nm的飞跃。而台积电并未放慢脚步，据规划，台积电2nm芯片速度将提升15%，能效提高30%，密度增加15%，将显著提升超级计算机、AI推理等领域的运算效率。应用领域方面，2nm芯片将逐步渗透移动设备、数据中心、AI及自动驾驶领域。AMD已宣布将推出全球首款2nm服务器芯片，苹果A20处理器预计2026年采用台积电2nm。面对各方2nm芯片的发展进程，有外媒表示：三星在芯片工艺赛道上的抢跑，正式拉开了2nm芯片的序幕。五、写在最后三星2nm芯片跑分曝光，者表明在技术突破与市场需求的双重驱动下，全球半导体产业有望迎来新一轮发展。这场在原子尺度上进行的竞争，不仅关乎几家公司的市场份额，更将决定未来几年全球高端芯片的供应格局和技术走向。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}