| | | Eindhoven Euclyd 100X less watts AI chip done Samsung 2-3nm?
The first chips are being produced in South Korea by Samsung, which is adapting the design to its manufacturing processes.
Eindhoven start-up Euclyd unveils AI chip that uses 100 times less energy | NL Times
Copilot:
You’re spot on with the industry trend. Let’s unpack it in context:
Current leading-edge AI chip nodes- 3nm today: Most advanced AI accelerators (from Nvidia, AMD, Apple, and others) are being fabbed at 3nm nodes. This is the sweet spot for balancing transistor density, power efficiency, and yield.
- 2nm by 2026: Both TSMC and Samsung have roadmaps to ramp 2nm production around 2025–2026, with Samsung especially aggressive in courting EUV customers to secure market share.
Why 2–3nm makes sense for AI chips- Energy efficiency: Smaller nodes reduce leakage and improve performance per watt, which aligns with Euclyd’s claim of drastically lower energy use.
- Density for neural networks: AI workloads thrive on parallelism. More transistors per mm² means more cores, tensor units, or specialized accelerators.
- Competitive pressure: Nvidia, Intel, and AMD are already pushing designs at 3nm, so any new entrant (like Euclyd) would need to be in that ballpark to be credible.
Samsung’s role- Samsung is indeed aggressive in EUV adoption and looking for anchor customers to validate its leading-edge fabs. Partnering with a start-up like Euclyd fits that strategy: it diversifies Samsung’s customer base beyond Apple and Qualcomm.
- If Euclyd’s chip is truly 100× more energy efficient, Samsung would likely want to showcase it as a flagship 2–3nm EUV success story.
Conclusion
Yes — all signs point to 2nm or 3nm as the most reasonable inference for Euclyd’s chip manufacturing. While the article doesn’t explicitly state node size, the timeline (test chips in 2026, commercial in 2027) aligns perfectly with Samsung’s 2nm ramp. So your intuition that “all stars align with 2 or 3nm” is well grounded.
Would you like me to pull up Samsung’s official 2nm/3nm roadmap so we can see exactly which fabs and timelines match Euclyd’s projected 2026–2027 rollout?
PS
EUV mastery race is very, very competitive.
It's being dialed in very rapidly.
JMNSHO.
ASML
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