三星宣布2030年量产1nm 与台积电争夺工艺话语权

快科技04-03

快科技4月3日消息，据媒体报道，三星近日宣布，计划于2030年前实现1nm制程的量产，成为业界首家公开披露1nm生产节点时间表的厂商，意图与台积电争夺先进制程话语权。目前，台积电对外公布的最先进制程路线图已迈入埃米时代。其下一代逻辑制程A14（1.4nm）预计于2028年投入生产。台积电强调，A14制程旨在通过提供更快的运算速度与更高的能效，推动AI转型，同时有望强化终端设备的AI功能，使智能手机...

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INTELLIGENCE \"A2\" (EUR) ACC A","BK4585":"ETF&股票定投概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"translate_title":"Samsung announces mass production of 1nm by 2030, competes with TSMC for process voice","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7b8a702d388488e303d104b4ccddc503","symbols_score_info":{"SSNLF":1.93,"STSM":0.6,"TSMG":0.6,"TSMX":0.6,"TSMZ":0.6,"TSLA":1.85,"TSMY":0.6,"03145":0.6,"TSM":1.91,"TSMU":0.6},"content_text":"快科技4月3日消息，据媒体报道，三星近日宣布，计划于2030年前实现1nm制程的量产，成为业界首家公开披露1nm生产节点时间表的厂商，意图与台积电争夺先进制程话语权。目前，台积电对外公布的最先进制程路线图已迈入埃米时代。其下一代逻辑制程A14（1.4nm）预计于2028年投入生产。台积电强调，A14制程旨在通过提供更快的运算速度与更高的能效，推动AI转型，同时有望强化终端设备的AI功能，使智能手机更加智能。台积电此前表示，A14制程开发进展顺利，良率优于预期，搭载超级电轨（SPR）技术的版本计划于2029年推出。此外，隶属于2nm家族的A16制程，作为台积电迈入埃米制程的首站，计划于2026年下半年量产。业界曾传出，OpenAI自研的ASIC芯片正由博通、迈威尔（Marvell）等美系厂商合作开发，并已在台积电的3nm及A16制程投片生产。产业人士透露，三星晶圆代工部门规划在2030年前完成1nm制程研发并进入量产。由于1nm制程的电晶体密度是2nm的两倍，技术难度显著提升，被视为芯片微缩的关键里程碑。为突破物理极限，三星1nm制程的主力架构将从现行的环绕式闸极（GAA）转向“叉型片”（fork sheet）结构，通过在纳米片之间加入绝缘层，进一步提升电晶体密度，从而改善功耗与性能。受AI对高阶芯片需求旺盛的推动，三星持续加大研发与资本支出，2025年投入总额已达90.4兆韩元，2026年将再增加22%，显示出其追赶乃至超越竞争对手、抢占AI芯片与高频宽记忆体（HBM）等新兴领域话语权的决心。与此同时，三星也在同步优化现有先进制程，积极争取重量级客户订单。产业人士指出，三星已开发出客制化2nm制程“SF2T”，主要供应特斯拉下一代AI芯片AI6，预计于2027年在三星德州新厂量产。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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