
Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for stable mass production, raising questions about its ability to secure major foundry customers for the next-generation node.
Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry sources said the rising cost of copper-clad laminate (CCL) is accelerating down the supply chain, prompting PCB manufacturers to adjust quotes for customers.
Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024, according to the latest data from SEMI. The growth reflects sustained industry investment in advanced logic, memory, and AI-driven capacity expansion, underscoring the accelerating buildout of semiconductor infrastructure worldwide.
Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, according to South Korean media reports.



