Samsung Electronics' 2nm yield rate is approaching 60%, accelerating power consumption optimization to target TSMC and compete for orders from tech giants like Tesla.
Samsung Electronics' foundry division has reportedly increased the yield of its 2-nanometer process to nearly 60%, up from approximately 55% around August, according to industry sources cited by South Korean media outlet ChosunBiz. With yields stabilizing, Samsung is now focusing engineering resources on optimizing power consumption and heat dissipation performance to build trust in technology negotiations with potential major clients. Concurrently, the second-generation 2-nanometer process, SF2P, designed to address performance shortcomings of the existing process, is being accelerated with a goal of mass production within this year. Analysts believe Samsung's strategy is clear: to leverage the opportunity of supplying 2-nanometer chips to Tesla next year to fully open the door to orders from major tech companies. Currently, TSMC holds a 72.5% share in the advanced process foundry market, Samsung has 5.9%, and Intel is vying for the second tier.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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