Samsung Foundry could make NVIDIA's next-gen GPUs on its in-house 2nm process node

Samsung Foundry is working hard on securing new customers, with reports persisting that the company is pushing to make GPUs for NVIDIA on its new 2nm process node.

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In a new report out of South Korea picked up by Jukan Choi on X, we're hearing that thanks to the success of the Nintendo Switch 2 and its use of a custom NVIDIA Tegra T239 processor inside fabbed on Samsung Foundry's 8nm process node, Samsung Foundry is pushing for 2nm GPU orders from NVIDIA for the future.

Samsung Electronics is pursuing orders for NVIDIA GPUs in the Gate All Around (GAA) 2nm process node, with the GAA process technology first developed by Samsung, and is a transistor structure which sees the gate surround all four sides of the channel. GAA is superior in terms of power efficiency and performance compared to the FinFET process, where the gate contacts one and three sides of the channel, respectively.

Samsung kicked off mass production of the GAA 3nm process in 2022 but had a hard time securing customers because of failures surrounding the yield rate, but the semiconductor foundry has been hard at work for the last few years, and has significantly increased the yield of its new 2nm process node, which is scheduled for mass production by the end of 2025.

We heard rumors back in May 2025 that NVIDIA could have its next-gen AI GPUs fabbed at Samsung Foundry, so that the company could diversify its AI chip orders with TSMC, and not have all of its AI chip orders in the same basket. These new rumors just add more fuel to that fire.

Samsung, unlike TSMC, can fab the GPU and provide its in-house HBM3, HBM3E, or HBM4 memory. TSMC cannot do that, as it requires HBM memory from the likes of SK hynix or Micron, so fabbing its AI GPUs at Samsung make sense if it can get closer to TSMC with its new 2nm process node.