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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

Yazar: Techbang
Kaynak: Techbang
2025/11/27 08:30
Okuma süresi: 3 dk
AI
AI$0.02306-2.86%

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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