Challenging TSMC? Report: Samsung's 2nm chip yield has made positive progress, aiming for 70% by the end of the year, with production targets raised

Samsung Electronics is catching up in the advanced process competition, with reports indicating positive progress in its key 2-nanometer chip technology.

According to media reports on the 21st, Samsung has raised its year-end yield target for its 2-nanometer GAA (Gate-All-Around) process from 50% to 70%. At a meeting chaired by Kim Yong-beom, the policy head of the South Korean presidential office, Song Jae-hyuk, president and chief technology officer of Samsung's Device Solutions Division, expressed strong confidence in the "excellent progress" of the technology and hinted at the desire to compete for the top position in the global foundry market.

This progress is seen as a key step for Samsung to turn around its foundry business difficulties. As the first application of this technology, early internal test results of its Exynos 2600 chip show strong performance. This development has also attracted attention from peers, with SK Hynix president Song Hyun-jong stating that the technology will be a "critical turning point."

In recent years, Samsung's market share in the chip foundry business has lagged far behind TSMC. If this technological breakthrough can successfully translate into large-scale, high-yield production, it will significantly enhance Samsung's competitiveness in the advanced chip manufacturing sector, having a profound impact on investors and the entire semiconductor supply chain.

Yield Target Raised, Boosting Market Confidence

According to media reports citing an unnamed insider, as the full-scale production of 2-nanometer chips approaches, Samsung has raised its year-end yield target from 50% to 70%. This significant adjustment is interpreted by the market as Samsung smoothly achieving its planned process yield and chip performance targets.

The insider stated that the remarks made by Samsung executives at the presidential office meeting can be understood as the company steadily reaching its established 2-nanometer process yield and performance indicators.

At a recent meeting discussing semiconductor industry issues, the optimistic statements from Samsung executives were particularly noteworthy. According to Chosun, Samsung president Song Jae-hyuk provided numerous positive evaluations of the company's 2-nanometer GAA process progress.

Reports indicate that Song Jae-hyuk hinted at the hope of seizing the leading position in the global chip foundry market with the 2-nanometer GAA node. This statement comes against the backdrop of Samsung's foundry business performing poorly in recent years, allowing TSMC to capture the vast majority of market share. The current progress seems to suggest that Samsung's fortunes may be turning.

Clear Technical Roadmap, Multiple Generations of Products Advancing Simultaneously

Samsung's layout in 2-nanometer technology is not an isolated initiative but part of its clear technical roadmap. It is reported that mass production of 2-nanometer GAA wafers began in late September, with this technology first being used in the upcoming Exynos 2600 chip.

Additionally, Samsung has completed the foundational design of the second generation of the 2-nanometer GAA process, with its third-generation implementation plan (SF2P+) expected to be developed within two years.

Samsung's progress has also drawn attention from other industry participants. SK Hynix president Song Hyun-jong commented that this technology will become a "critical turning point," highlighting its potential impact on the entire South Korean semiconductor industry At the same time, Song Hyun-jong also discussed the challenges facing the industry, including catching up with TSMC, specific technical difficulties, and human resource issues. He added that companies need significant government support to address these challenges