#2nm

Samsung has reportedly delayed its 1.4nm test line construction, potentially pushing production rollout to 2028 due to market headwinds and its foundry business’s financial losses. The company is now focusing on its 2nm process, aiming for mass production by year-end, and pursuing orders from top suppliers like Tesla and Qualcomm. They plan to deploy the 2nm process at their new Texas facility.

TSMC’s 2nm process has achieved a production yield exceeding 60%, solidifying its leadership in semiconductor manufacturing. This puts them far ahead of Samsung, whose 2nm yield is around 40%. TSMC’s 2nm technology, leveraging GAA, promises significant performance and efficiency gains. Key clients like Apple, NVIDIA, and AMD are expected to adopt it, while Samsung is targeting 2nm production for its Exynos 2600 processor later this year.