TSMC’s 2nm Yields Exceed 60%, Surpassing Samsung: Apple and NVIDIA Among Customers

In the high-stakes world of semiconductor fabrication, TSMC continues to cement its dominance. Sources indicate the industry titan has achieved a significant milestone, with its 2nm process yielding a production rate exceeding 60%.

This news underscores TSMC’s commanding lead over its rivals. While Samsung has been aggressively investing in catching up, its 2nm yield currently stands at approximately 40%.

TSMC appears to be capitalizing on this early advantage. They’ve already secured 2nm orders, marking a significant shift by embracing Gate-All-Around (GAA) technology. This transition promises a substantial boost in efficiency, with expected performance gains of 10% to 15%, a 25% to 30% reduction in power consumption, and a 15% increase in transistor density compared to the existing 3nm process.

The 2nm rollout is expected to be fueled by TSMC’s established 3nm clientele. Key players like Apple, NVIDIA, AMD, Qualcomm, and MediaTek are poised to be among the first to benefit from this cutting-edge technology.

These companies are driven by an insatiable demand for advanced processors, perfectly aligning with TSMC’s 2nm capabilities. AMD, for example, has already announced its next-generation EPYC Venice server CPU, which will leverage TSMC’s 2nm process.

Samsung is also gearing up to enter the 2nm production arena later this year. Although details are scarce, it is speculated they will be manufacturing the Exynos 2600 processor, expected to power their flagship Galaxy S26 smartphone.