💾Samsung's 2nm Yields at 55% Trail TSMC as Foundry Race Tightens
Samsung's 2nm Yields at 55% Trail TSMC as Foundry Race Tigh…
TL;DR
Samsung's 2nm process yield sits near 55%, roughly 10 percentage points behind TSMC, whose 2nm yields have stabilized at 60-70%.
Samsung's 2nm process yield sits near 55%, roughly 10 percentage points behind TSMC, whose 2nm yields have stabilized at 60-70%. Intel's 18A is also around 55-60% with the CFO saying commercial cost levels will not be reached until late 2026 and industry-standard levels until 2027.
Key Points
Samsung 2nm yield ~55%
TSMC 2nm yield 60-70% and stabilized
Intel 18A cost-parity pushed to 2027
Why It Matters
The 2nm yield gap dictates which foundries get first access to AI flagship chips, determining pricing power across the entire AI hardware supply chain.
Frequently Asked Questions
Why does this matter?
The 2nm yield gap dictates which foundries get first access to AI flagship chips, determining pricing power across the entire AI hardware supply chain.
What happened?
Samsung's 2nm process yield sits near 55%, roughly 10 percentage points behind TSMC, whose 2nm yields have stabilized at 60-70%.
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