According to a report by Taiwan-based media DigiTimes, Samsung Electronics’ foundry division has achieved a 50% mass production yield for its 2nm GAA process technology. South Korean analysts predict that Samsung Electronics’ 2nm order volume in 2026 will surge 130% year-on-year.
Last year, Tesla signed a $16.5 billion foundry agreement with Samsung Electronics, becoming a key customer for the latter’s 2nm process. Subsequently, Samsung’s self-developed Exynos 2600 processor was successfully mass-produced based on its proprietary 2nm process, which is deemed a further improvement in the yield and stability of Samsung’s 2nm process.
DigiTimes reported that the yield of Samsung’s 2nm process has hit 50%, and the company is actively courting customers for its second-generation 2nm process. South Korean analysts also forecast a 130% jump in Samsung’s 2nm order volume this year, a projection that reflects strong confidence in the company securing more 2nm customers.
In addition to boosting the 2nm process yield at its South Korean foundries, Samsung is upgrading its Taylor fab in the U.S.—originally planned for 4nm process production—to 2nm process capacity. Relevant equipment testing will kick off in March this year, with mass production expected by the end of 2026. Compared with TSMC’s U.S. fab, Samsung’s Taylor fab is poised to commence 2nm mass production sooner, which may help Samsung gain more competitive edges over TSMC in the U.S. market.
However, to date, two major smartphone chipmakers—Apple Inc. and Qualcomm Inc. of the U.S.—have not yet considered adopting Samsung’s 2nm process, and their 2nm chips are still expected to be exclusively manufactured by TSMC.
(Reprinted from https://news.eccn.com/）