Recently, Samsung Electronics announced that it has won 2nm chip foundry orders from two Chinese cryptocurrency mining machine enterprises — MicroBT and Canaan. The annual order volume is expected to reach 2,000 12 - inch wafers per month, which will bring about $480 million in revenue to Samsung. This development not only reflects the changes in the global competition pattern of advanced semiconductor manufacturing processes but also brings new technological requirements to the semiconductor manufacturing equipment supply chain.
Order background: Samsung's 2nm GAA technology is recognized
According to industry news, Samsung will use the Gate - All - Around (GAA) technology to produce application - specific integrated circuit (ASIC) chips for these two Chinese mining machine enterprises. As TSMC's current production capacity is approaching saturation, some Chinese manufacturers have begun to turn to Samsung as an alternative supplier. This cooperation also shows that Samsung's breakthroughs in advanced manufacturing processes are gradually being recognized by the market.
Semiconductor manufacturing equipment faces dual requirements for precision and cleanliness
As the chip manufacturing process advances to the 2nm and below nodes, the requirements for the precision, stability, and cleanliness of pneumatic components in semiconductor manufacturing equipment are further increased. Especially in the processes of wafer transfer, vacuum adsorption, and optical system positioning, high - cleanliness and low - volatility pneumatic components are the key to ensuring the yield rate.
As a representative enterprise in the field of pneumatic components, FDS has long been committed to providing highly reliable pneumatic control solutions for the high - end manufacturing industry. Its products have technological advantages in dust prevention, corrosion resistance, and low exhaust particles, which can meet the control requirements of dust - free environments and precise movements in semiconductor equipment.
Industrial collaboration: Pneumatic technology and chip manufacturing promote each other's upgrading
Although semiconductor equipment and pneumatic technology belong to different fields, they are highly collaborative in high - end manufacturing. The implementation of this 2nm chip order is expected to drive the upgrading of equipment technologies including etching, deposition, and measurement, and also bring new development opportunities to the high - precision pneumatic component market.