NVIDIA to Adopt Samsung’s 2nm Process for Consumer and AI GPUs as Yield Rates Show Remarkable Improvement

Samsung is making significant strides in the competitive chip manufacturing sector, particularly with its advancements in 2nm technology, positioning itself to challenge TSMC’s longstanding dominance.

Samsung’s 2nm Technology: A Worthy Contender Against TSMC

As the semiconductor industry evolves, TSMC has traditionally held a commanding lead in cutting-edge technology, especially regarding the 2nm production process. Recent insights suggest, however, that Samsung is ready to enter the fray. According to reports from Korean media outlet Chosun Biz, Samsung’s 2nm node is not just a theoretical concept; it’s set for real-world application, with tech giants like NVIDIA and Qualcomm nearing the evaluation stage of its implementation.

The current landscape of the chip manufacturing industry highlights a pressing need for additional players capable of producing next-generation semiconductors. TSMC’s production capacity has become increasingly strained, leading major companies such as Apple, NVIDIA, and Qualcomm to seek alternative partnerships. Understanding the importance of a dual-sourcing strategy, these firms are turning to Samsung as a viable option for their chip supply needs. Following previous setbacks with its 3nm GAA (Gate-All-Around) technology, which struggled with yield rates suitable for the market, Samsung appears poised for success with its latest 2nm offerings.

Samsung To Manufacture 2nm Chips By 2025 And 1.4nm Chips By 2027 - Onsitego Blog

Currently, Samsung boasts a yield rate of approximately 40% for its 2nm chips, with expectations of continued improvement as the company refines its processes. This positive trajectory is largely attributed to advancements in its GAA technology, allowing for enhanced yield figures across both 2nm and 3nm nodes. Comparatively, TSMC’s yield rates are reported at around 60%, indicating that Samsung is effectively closing the gap in this technological race.

Moreover, Samsung has announced plans to establish 2nm production capabilities in the United States, with its Taylor facility being readied for this new venture. This strategic move is poised to strengthen the company’s foothold in the semiconductor market and demonstrate its commitment to meeting customer demands. As Samsung continues to develop its 2nm technology, the outcome will be closely watched by industry stakeholders, given its potential impact on market dynamics.

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