Samsung’s Remarkable Progress on 2nm Yield Rates; Apple, AMD, and NVIDIA Set to Embrace 2nm Technology from Samsung

In a strategic move to challenge TSMC’s dominance in the semiconductor industry, Samsung Foundry has reported significant advancements in its 2nm manufacturing process, aiming to improve its competitiveness.

Samsung’s Advancements in 2nm Technology: A Game Changer Against TSMC

Historically, Samsung has encountered difficulties in its semiconductor initiatives, particularly due to issues with yield rates and production capabilities. For instance, the company’s earlier 3nm Gate-All-Around (GAA) process struggled with yield rates between 20%-30%, hindering mass production efforts. However, the outlook for the 2nm process appears promising. Under new leadership, Samsung Foundry is focused on revitalizing its semiconductor business, with the 2nm technology at the forefront of this transformation.

Recent reports from South Korean media indicate that Samsung’s 2nm yield rates have improved to approximately 40%.This marks a substantial increase from the yield rates observed at the start of 2025, signaling the company’s serious commitment to competing with TSMC in the advanced node arena. Despite prior setbacks, Samsung’s renewed vigor is noteworthy, especially as TSMC’s production capacity is becoming increasingly strained, leading potential clients to explore more favorable pricing options with Samsung.

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

Nevertheless, Samsung’s 2nm technology is still lagging behind TSMC, which boasts an impressive yield rate of around 80% for its current nodes. As TSMC gears up for volume production of its 2nm process by the end of 2025, Samsung urgently needs to enhance its yield rates by the latter half of this year to remain competitive. The rivalry between these two semiconductor titans is expected to intensify significantly compared to previous generations.

Major industry players, including Apple, AMD, and NVIDIA, have expressed interest in Samsung’s 2nm process. Should these companies pursue a dual-sourcing strategy, Samsung could potentially see a remarkable increase in its foundry market share, further reshaping the competitive landscape.

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