Although Samsung was the first foundry to bring GAA (Gate-All-Around) transistors into mass production, the real competition is no longer about who got there first—it is about yield, performance, power efficiency, and ecosystem readiness. Today, Samsung, TSMC, and Intel are all pursuing different GAA architectures and process integration strategies. As the industry moves beyond FinFET, GAA is becoming the new foundation for sub-2nm semiconductor scaling, enabling higher drive current, better electrostatic control, and improved energy efficiency. The next winner will not be determined by transistor structure alone, but by who can manufacture it at scale, with high yield and economic viability. #Semiconductor #GAA #FinFET #TSMC #Samsung #Intel #Foundry #AIInfrastructure #AdvancedNodes #ChipTechnology

𝗝𝘂𝘀𝘁 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗲𝗱: 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗡𝗼𝗱𝗲𝘀 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝘁𝗼 𝗖𝗮𝗽𝘁𝘂𝗿𝗲 𝟲𝟬% 𝗦𝗵𝗮𝗿𝗲 𝗶𝗻 𝟮𝟬𝟮𝟲 𝗮𝘀 𝟯𝗻𝗺 𝗟𝗲𝗮𝗱𝘀, 𝟮𝗻𝗺 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗥𝗶𝘀𝗲𝘀 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 Counterpoint Research's 𝖦𝗅𝗈𝖻𝖺𝗅 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖲𝗈𝖢 𝖲𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖥𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝖻𝗒 𝖵𝖾𝗇𝖽𝗈𝗋 𝖻𝗒 𝖭𝗈𝖽𝖾, 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝖽𝖾𝗌 (𝟧𝗇𝗆 𝖺𝗇𝖽 𝖻𝖾𝗅𝗈𝗐) 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝗌𝗁𝖺𝗋𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 𝟧𝟢% 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗋𝖾𝖿𝗅𝖾𝖼𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒’𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝗆𝖺𝗍𝗎𝗋𝖾 𝗇𝗈𝖽𝖾𝗌 𝗍𝗈 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝖽𝖾𝗌. 𝖢𝗎𝗋𝗋𝖾𝗇𝗍𝗅𝗒, 𝟥𝗇𝗆 𝖺𝖼𝖼𝗈𝗎𝗇𝗍𝗌 𝖿𝗈𝗋 𝗇𝖾𝖺𝗋𝗅𝗒 𝗁𝖺𝗅𝖿 𝗈𝖿 𝗍𝗈𝗍𝖺𝗅 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝖽𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌, 𝖻𝗎𝗍 𝗍𝗁𝖾 𝗌𝗁𝖺𝗋𝖾 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝗂𝗌𝖾 𝗍𝗈 𝗇𝖾𝖺𝗋𝗅𝗒 𝟨𝟢% 𝗂𝗇 𝟤𝟢𝟤𝟨. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @SamsungDSGlobal 𝗅𝖾𝖺𝖽𝗌 𝟤𝗇𝗆 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇, 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 @Apple, @Qualcomm, 𝖺𝗇𝖽 @MediaTek 𝗎𝗌𝗂𝗇𝗀 TSMC 𝗆𝖺𝗇𝗎𝖿𝖺𝖼𝗍𝗎𝗋𝗂𝗇𝗀. • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗍𝗈 𝖽𝖾𝗉𝗅𝗈𝗒 𝗂𝗍𝗌 𝗈𝗐𝗇 𝟤𝗇𝗆-𝖻𝖺𝗌𝖾𝖽 𝖤𝗑𝗒𝗇𝗈𝗌 𝟤𝟨𝟢𝟢 𝖲𝗈𝖢 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝖦𝖺𝗅𝖺𝗑𝗒 𝖲𝟤𝟨. • 𝖠𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖲𝗈𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗐𝗂𝗅𝗅 𝗅𝗂𝗄𝖾𝗅𝗒 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝟤𝟢𝟤𝟨, 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝖽𝖾𝗌' 𝗌𝗁𝖺𝗋𝖾 𝗐𝗂𝗅𝗅 𝖼𝗅𝗂𝗆𝖻 𝗍𝗈 𝟨𝟢%, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌. • 𝟥𝗇𝗆 𝖺𝗇𝖽 𝟤𝗇𝗆 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗐𝗂𝗅𝗅 𝗀𝗋𝗈𝗐 𝟣𝟪% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟨, 𝖻𝗎𝗍 𝗁𝗂𝗀𝗁𝖾𝗋 𝖭𝟤 𝗐𝖺𝖿𝖾𝗋 𝖼𝗈𝗌𝗍𝗌 𝗐𝗂𝗅𝗅 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝖿𝗅𝖺𝗀𝗌𝗁𝗂𝗉 𝖲𝗈𝖢 𝗉𝗋𝗂𝖼𝗂𝗇𝗀. • 𝖳𝖲𝖬𝖢 𝗅𝖾𝖺𝖽𝗌 𝗍𝗁𝖾 𝖿𝗈𝗎𝗇𝖽𝗋𝗒 𝗆𝖺𝗋𝗄𝖾𝗍, 𝗐𝗁𝗂𝗅𝖾 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖥𝗈𝗎𝗇𝖽𝗋𝗒 𝖺𝗇𝖽 SMIC 𝖺𝗋𝖾 𝗀𝗋𝖺𝖽𝗎𝖺𝗅𝗅𝗒 𝗍𝗂𝗀𝗁𝗍𝖾𝗇𝗂𝗇𝗀 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗏𝖾 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 "𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗼𝗖 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁" 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #Semiconductors #AdvancedNodes #3nm #2nm #Foundry #AI #GalaxyS26 #Exynos2600 #TSMC

Intel Panther Lake on Intel 18A is more than a client CPU update. 👉Unlock the report bit.ly/4cbdqEY It’s a strategic inflection point for: • Intel’s manufacturing roadmap • IDM 2.0 execution credibility • Semiconductor supply-chain resilience Our latest report examines Panther Lake as a proof point for advanced-node recovery and a geopolitical signal. 🔓 Registered users can access the full analysis bit.ly/4cbdqEY #Intel #Intel18A #Semiconductors #AdvancedNodes #TechInsights

Semiconductor Trend Watch: Backside Power Delivery TSMC’s upcoming A16 with Super Power Rail (SPR) highlights a major industry trend: shifting power delivery to the backside of the wafer. ▪️More efficient routing → Frontside reserved for signals & clock, backside for power and global clock. ▪️Performance boost → Reduced resistance, better IR drop, faster transistor switching. ▪️Design flexibility → Optimized metal stack, nanosheet transistor with backside contact. Backside Power Delivery (BSPD) is quickly becoming the next frontier of advanced logic nodes, reshaping how nanosheet transistors are powered and paving the way for higher density and energy-efficient AI/HPC chips. #TSMC #A16 #Semiconductors #BacksidePower #AIChips #AdvancedNodes open.substack.com/pub/tspase…

Welcome aboard, Sinble team — we look forward to building the future of custom silicon together! 🌏 Press Release: lnkd.in/d3fX4ZCh #Semiconductors #Acquisition #ChipDesign #AdvancedNodes #VietnamTech #EDA #ASICDesign #GlobalGrowth #HPC #AI #CoWoS #HBM #AdvancedASICs

Foundry leader #TSMC has released its earnings results for 4Q22. The distribution of revenue by process technology shows that the share of ≤7nm and #AdvancedNodes has arrived at 54%. 📊 For more on #WaferFoundries: buff.ly/2O8VgLu

#Entegris is excited to exhibit at #SEMICON_JPN 2021, a must-attend show connecting technologies. Download our content & learn about our end-to-end solutions for enabling #advancednodes & improving yield & reliability. bit.ly/3GlsfBI #semiconjapan #semiconductor

New white paper by Linley Gwennap - Chiplets Gain Rapid Adoption: Why Big Chips Are Getting Small. Free download, no req required: bit.ly/3vlwb0m @alphawaveip #Chiplets #technology #costreduction #nanometer #datacenters #processors #networking #advancednodes

#Entegris is exhibiting at #SEMICONJapan. Visit us in booth 7214 (South Hall 1) & learn about our end-to-end solutions for enabling #advancednodes & improving yield & reliability. bit.ly/34ojyUT. @SEMIconex #semiconductors #photolithography #gaspurification #3DNAND

Register for our Free Webinar: ESD Challenges in #FluidHandling #Systems. bit.ly/2oNh42j. Learn why the industry moving away from stainless steel to #PFA materials for transporting process fluids, about #electrostaticdischarge (ESD) & more. #advancednodes #semiconductors

Ruben Lieten presented his poster at #UCPSS2018 - Post-CMP Cleaners for #Tungsten #AdvancedNodes: 10nm and 7nm", because #CMP matters to #ICmanufacturers. bit.ly/2wKK9M5. #Entegris #microcontamination #semiconductors #metrology

Semiconductor Engineering's Weekly Blog Review semiengineering.com/blog-rev… … #USB #advancednodes #USB #cachecoherency #China

Webinar Variation aware design for advanced nodes goo.gl/aP1Npu #advancednodes #finfet #EDA #PVTvariations