Samsung Electronics’ 4nm foundry lines are fully booked through next year, according to a report from South Korean media outlet ZDNet Korea cited by ChainCatcher. The report said the capacity crunch has been driven mainly by a surge in HBM4 orders and stronger-than-expected demand tied to Nvidia’s inference-focused LPU, referred to as “Grok3.”
To deal with the bottleneck, Samsung is said to be recommending its verified 5nm process to customers as an alternative. That node was originally aimed largely at automotive chips, but the report said its use is now expanding into servers and high-performance AI and NPU chips.
ZDNet Korea also said demand from 5nm customers has risen sharply over the past three to four months. The increase reportedly came mainly from Chinese and Indian fabless companies that shifted orders as TSMC’s advanced-node supply remained tight and geopolitical factors weighed on sourcing decisions. The report added that customer inquiries around Samsung’s 2nm process are continuing as well.
Samsung Electronics’ 4nm foundry capacity is fully booked through next year, according to South Korean media outlet ZDNet Korea, as cited by ChainCatcher. The report said the backlog has been driven mainly by a jump in HBM4 orders and stronger-than-expected orders related to Nvidia’s inference-focused LPU, described as “Grok3.”
To address the capacity bottleneck, Samsung is actively recommending its verified 5nm process as an alternative for customers. The process was originally geared toward automotive chips, but the report said Samsung is expanding it into server chips as well as high-performance AI and NPU applications.
ZDNet Korea said demand for 5nm customers has increased noticeably over the past three to four months. That demand reportedly came mainly from fabless companies in China and India that turned to Samsung because of tight supply for TSMC’s advanced processes and geopolitical factors. The report also said customer inquiries for Samsung’s 2nm process are continuing.
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