Samsung SF1.4 confirmed for 2029, SF1.4+ to follow in 2030 - igor´sLAB

Samsung has confirmed that its next-generation 1.4nm process (SF1.4) will enter volume production in 2029, with an enhanced variant SF1.4+ planned for 2030. This delay, initially hinted at in 2025, re... Read original →

Samsung has confirmed volume production of its 1.4nm process (SF1.4) in 2029, with an enhanced version SF1.4+ slated for 2030, signaling a strategic shift toward process refinement over rapid node transitions. This delay, initially hinted at in 2025, reflects Samsung’s prioritization of yield optimization and customer adoption at the 2nm node, while advancing a suite of 2nm variants including SF2, SF2P, SF2P+, and SF2X. The company is actively testing High-NA EUV, although its integration into specific nodes remains unclear, affecting upstream equipment vendors like ASML. For downstream chip designers, this roadmap necessitates reevaluation of long-term planning, especially as TSMC and Intel Foundry may accelerate their own 2nm optimizations to maintain competitive positioning. From a geopolitical standpoint, the evolving export controls and supply chain fragmentation—particularly involving Taiwan, China—pose risks to Samsung’s global manufacturing strategy. In the near term, TSMC may intensify its 2nm process refinement, while Intel Foundry could deepen IDM partnerships. Longer term, this delay suggests a prolonged commercialization cycle for advanced nodes, emphasizing stability over speed in the semiconductor industry’s evolution.