消息称三星电子2nm当前良率在55%上下:无法竞争大型代工订单

IT之家
Apr 13

IT之家 4 月 13 日消息,韩媒《釜山日报》当地时间今日报道称,尽管三星电子的 2nm 工艺制程良率当前达到了 55% 上下,但该水平不仅落后于台积电约一成,另一方面也没有达到竞争重要 Fabless 企业代工订单所需的水平。

IT之家注:

媒体报道通常仅提到良率而未给出对应的芯片面积,这导致良率数据的价值与可比性不足。

举个较极端的例子,在 100mm² 的芯片(移动端 SoC 级)上取得 90% 良率的难度远小于在 600mm² 芯片(旗舰 AI XPU 级)上实现同等良率。

业界人士指出,如果再考虑性能分级和后端封测流程的损失,以最终成品计三星电子的 2nm 良率将只剩下 40%。这意味着该节点当前仍未成熟,无法稳定交付,且实际价格竞争力也相对不足,仅有个别成本敏感的小型企业会选择尝试。

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