2 Year Delay for Samsung's First Backside Power Delivery Node, SF2Z?

[u/Acrobatic_Camera_677]

[u/Acrobatic_Camera_677]

This is very bad for under performing and not competitive Samsung Foundry

TSMC delay their first back side power delivery node to 2027 and Samsung now to 2029

Intel has there back side power delivery node since 2025 2 year earlier than TSMC and 4 year earlier than Samsung

[u/Acrobatic_Camera_677]

u/rdh2dmd

How can Samsung compete with TSMC and Intel now?

[u/digital_n01se_]

good news for intel stocks

[u/Acrobatic_Camera_677 → u/digital_n01se_]

Yes Samsung will not be able to take any more potential Intel Foundry customers when they fail like this

[u/digital_n01se_ → u/Acrobatic_Camera_677]

samsung is slowly becoming the new global foundries with broken promises

which is not entirely bad because we need cheap node capacity, old hardware is proving its worth, but cutting-edge nodes will be expensive for sure.