Let’s take a few other excerpts from the same upcoming conference (Optical and EUV Nanolithography XXXIX, Conference Details). The abstracts of the white papers are listed there. There’s not much new in these.
Samsung: “we have successfully manufactured CNT pellicles with FST using 2nm technology”. I don’t know if a similar comment from Samsung has been seen in writing anywhere yet?
One would hear more about competitor Lintec’s roadmap by listening to the presentations.
This message here, just to pass the time.
edit. Samsung has reported that 2nm technology has reached 60% yield. I’m an amateur, but as far as I understand, 60% is an important ‘threshold’ for commercial production (I might be wrong, but this was mentioned in Jukan’s tweet below)
One of the bright spots in Samsung’s latest disclosure is the chip yield improvement. The company is reporting between 50 and 60 percent yields for its 2 nm production, a significant jump from earlier estimates of about 30 percent
https://x.com/Jukanlosreve/status/1990271259050115562
The proving ground is already set. Samsung has decided to equip next year’s Galaxy S26 series with its in-house application processor (AP), the “Exynos 2600.” Exynos is an in-house chip for which the non-memory (System LSI·Foundry) division handles everything from design to production, and the foundry division will manufacture it using the 2nm process. Depending on how successful Exynos is, the competitiveness of Samsung’s foundry business will be determined.
An industry official said, “It appears that Samsung has begun to communicate its 2nm competitiveness to the market. It may be difficult to say that the improvement was dramatic, but it does indicate that continuous performance enhancements are underway,” adding, “In particular, since the Exynos 2600 adopting the 2nm process will fully enter the market next year, Samsung’s 2nm competitiveness will be proven by whether Exynos succeeds or not.”
As a conclusion, it could be that Canatu’s pellicles have the opportunity to debut in Samsung’s 2nm production in 2026. These would then be going into at least the Galaxy S26… Or maybe not, who knows anymore.