Memory leader and #2 foundry; first to ship a GAA node (3nm, 2022), now ramping SF2 (2nm).
Nvidia and SK Group announced a $500B+ initiative spanning AI data centers and next-gen memory. It pairs a long-term SK hynix HBM4 supply-and-co-development partnership with an SK Telecom 2GW data center (Vera Rubin chips, HBM4) online from 2027, plus Naver/Brookfield and Hyundai Genesis autonomy tie-ups. Samsung is also in on chip/memory design.
South Korea unveiled a government-led national plan pledging over $576B across semiconductors, AI data centers and physical AI — anchored by Samsung and SK hynix, who will each build two new HBM-focused fabs. This confirms an earlier ~$646B report (a separate framing of Samsung group capex).
TSMC holds ~two-thirds of the market and the yield lead; Intel is betting its comeback on 18A; Samsung trails on yield. Our read on a race where one player's dominance keeps compounding. (Our opinion, not investment advice.)
No part of a "2nm" chip is 2 nanometers. Node names are marketing labels, not physical measurements — so we read them alongside transistor density and who is actually shipping in volume.
Samsung — Samsung's 3nm was the first to ship GAA transistors, the architecture now succeeding FinFET at the frontier.
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