It seems like Samsung Foundry has decided to battle out TSMC in the 2nm segment, as the division is now reporting noticeable improvements in yield rates in the process.
Samsung's 2nm Process Looks To Be Much More Competitive Against TSMC This Time, Expected To Witness Client Adoption
The Korean giant hasn't been very successful in its recent semiconductor ventures, given that it has been facing yield rate and production issues for quite some time now. Recent reports showed us that Samsung's 3nm GAA achieved a yield rate of around 20%-30%, which meant that proceeding with efficient mass production was almost impossible. However, with 2nm, things do look pretty optimistic, given that under the new leadership, Samsung Foundry has plans to turn around the business, with the upcoming process playing a vital role.
It is claimed (via South Korean media) that Samsung's 2nm yield rates are currently at 40%, which is a notable improvement from the levels where the yield rates were reported to be at the start of 2025. This sudden progress shows that the Korean giant is looking to compete with TSMC in the race for cutting-edge nodes, and despite failures with its previous ventures, the firm won't back down. Interestingly, the industry also looks well-inclined towards Samsung's 2nm, given that TSMC's production lines are getting populated, and customers are finding it more appealing to deal with Samsung to get better prices.
However, Samsung's 2nm process is far from the level TSMC is currently at, given that the firm has already developed its node with yield rates reported to be around 80%. This means that Samsung still has a lot of work to do, and given that TSMC plans to initiate volume production of 2nm by the end of 2025, the Korean giant must report improved yield rates by the second half of this year. But, the competition between the two will be much higher compared to that in previous nodes.
Firms like Apple, AMD, and NVIDIA are reportedly showing interest in Samsung's 2nm process, and it is likely that these companies will adopt a dual-sourcing strategy. If the process is adopted by these clients, Samsung could see a massive rise in foundry market share.
