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Samsung Could Aid Apple’s Rapid 1.4nm Transition, As Foundry Giant Reportedly Restarting Commercialization Of Next-Generation Lithography
Samsung has reportedly restarted its plans for the commercialization of its 1.4nm process, slated for production by 2029, to challenge TSMC's dominance. This decision may open up dual sourcing options for Apple, important amid evolving market demands for AI and advanced chips. The shift aims to stabilize Samsung's chip yield processes while preparing for the potential supply turmoil from TSMC's pricing strategies.
MonitorConfidence: MediumMid term horizon
Published 30 Jun 2026, 08:21 UTC3 min read
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Summary
TL;DR
- Samsung aims to commercialize 1.4nm process by 2029, a delay from earlier targets.
- Apple may consider Samsung for its chip production to avoid dependence on TSMC.
- TSMC is expected to start mass production of its 1.4nm technology in 2028.
- Samsung's 2nm process improvements have boosted investor confidence.
- Apple faces rising costs with TSMC's pricing on chip production.
Interesting facts
- Samsung's confidence growth stems from improved yields on its 2nm process.
- Industry shifts highlight the importance of dual-sourcing chip suppliers.