Samsung Aims for 70% Yield Stabilization in 2nm Chip Production by 2025 to Secure Major Orders from Qualcomm and More

Samsung’s current challenges in the semiconductor sector are significantly tied to its difficulties with yield rates, particularly in its adoption of 3nm Gate-All-Around (GAA) technology. Despite this setback, the company is targeting a strategic rebound by focusing its efforts on the upcoming 2nm GAA node. Reports indicate that Samsung has chosen to prioritize this manufacturing process over its delayed 1.4nm node to recover business from lost partners like Qualcomm. However, achieving competitive parity with TSMC will require considerable time; the firm is working towards stabilizing yield rates to reach 60-70 percent by year’s end.

Qualcomm’s Renewal of Interest in Samsung’s 2nm GAA Technology for Snapdragon 8 Elite Gen 2

Since the announcement of its Q1 2025 earnings, Samsung has been focusing on stabilizing yields for its 2nm GAA process. The company plans to initiate full-scale production in the latter half of 2025. While current yield rates hover around 30 percent—less than optimal—Samsung aims to ramp this up to 50 percent soon, with expectations to further increase it to 60-70 percent by year’s end, according to reports from The Bell.

Even if Samsung manages to hit its yield targets, this success will hinge on reinstating partnerships with key clients like Qualcomm. Contrary to earlier beliefs that Qualcomm had pulled orders from Samsung, recent reports suggest that the California-based chipmaker is still leveraging Samsung’s 2nm GAA technology for the Snapdragon 8 Elite Gen 2 project, which previously circulated under the codename Kaanapali S.

Given Samsung’s financial struggles due to a lack of chip orders, the urgency to rectify its operational challenges is apparent. To demonstrate its commitment to building fruitful collaborations within the high-stakes semiconductor market, the company has completed the foundational design for its second-generation 2nm GAA node. Additionally, Samsung is planning to integrate its third-generation 2nm GAA technology, dubbed SF2P+, within the next two years. However, it’s critical that these advancements translate into new orders from clients.

For further insights, refer to the detailed article on The Bell.

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