Summary
While Samsung Foundry's GAAFET/MBCFET 3 nm plans appear to have changed and slipped by a year, it is unlikely a big problem for the company as its (E)arly nodes were never widely adopted. To cover that additional year, the company's new 5LPP and 4LPP FinFET-based technologies are set to enable PPA advantages for Samsung Foundry's clients and enable the company to gain more experience with EUV equipment before using it for its 3GAE/3GAP nodes.