TSMC's new 2nm chip yields are so good, it's making it hard for Samsung to win clients

TSMC's next-gen 2nm yields have reportedly reached over 60% hitting mass production levels, leaving semiconductor competitor Samsung Foundry in its dust with just 40% production yields, making it harder for the South Korean firm to secure new clients.

In a new post from UDN, we're hearing that TSMC's production yields have hit 60% or so, with its early 2nm clients including Apple, NVIDIA, AMD, Qualcomm, and MediaTek. Samsung on the other hand, will have its first 2nm product with its new in-house Exynos 2600 processor later this year for its new Galaxy S26 smartphones.

TSMC's new 2nm process node (N2) will use gate-all-around (GAA) architecture technology to make its 2nm chips, with performance expected to increase over 3nm by 10-15%, energy consumption will be reduced by between 25% and 30%, with transistor density increasing by around 15% compared to the current 3nm process node.

Samsung was the first semiconductor manufacturer to produce 3nm chips using GAA architecture, but it has continued to suffer from low yields in its early stages. Samsung will reportedly use its previous experience in GAA to improve its 2nm chip yields.