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Samsung begins mass production of third-generation 4nm chips
Sunday, March 29, 2026 at 10:24 AM
Samsung has reportedly initiated the mass production of its third-generation 4nm process technology, marking a significant step in its competition with TSMC for advanced node foundry dominance. This latest iteration is expected to offer improved yield and power efficiency for next-generation mobile and AI chipsets.
Context
As of March 2026, Samsung Electronics has officially commenced mass production of its most advanced 4nm process variant, codenamed SF4X. This fourth-generation node is specifically optimized for high-performance computing and AI accelerators, boasting a 23% improvement in energy efficiency and a 10% performance boost over previous iterations. This move is a strategic attempt to reclaim market share from TSMC, which has maintained a near-monopoly on leading-edge foundry services due to superior yield rates.
Historically, Samsung struggled with 4nm yields, which were reported as low as 35% in early 2022, leading major customers like Qualcomm and Nvidia to shift orders to TSMC. However, recent industry reports indicate Samsung has stabilized its 4nm yields at approximately 60%–70%. This recovery has already secured a $100 million order from AI startup Tsavorite Scalable Intelligence and is supporting the production of logic dies for Samsung’s industry-first HBM4 memory, developed in partnership with AMD.
Sources (9)
Process Technology - Logic Node | Foundry | Samsung Semiconductor GlobalSamsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing – Samsung Global NewsroomSamsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilitiesEnergy efficiency optimized by 23% and performance improved by ...[News] Samsung Reportedly Eyes 2026 Tape-Out for 2nm Exynos 2800; 1.4nm Shift Delayed5 nm process - WikipediaSamsung reportedly starts mass production of 'advanced' 4nm process chips | Android CentralSamsung’s 4nm recovery secures over US$100 million AI chip order - Astute Group
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