Samsung has been grappling with challenges in its chip production, particularly with its 3nm GAA technology. The Korean tech giant aims to make a significant recovery by focusing on its forthcoming 2nm GAA node. To concentrate on regaining key clients like Qualcomm, Samsung has pushed back its 1.4nm plans. The company is determined to compete with TSMC, and reports indicate it’s working to stabilize its yields, targeting a 60-70% efficiency by year-end.
Despite rumors of Qualcomm dropping its orders, there are indications that the Snapdragon 8 Elite Gen 2 might still utilize Samsung’s 2nm GAA node. Samsung has prioritized improving its yields since announcing its Q1 2025 earnings, with the goal of reaching full-scale production in the latter half of 2025. Presently, yields sit at an estimated 30%, but efforts are underway to elevate this to 50% in the upcoming months and eventually to 60-70%.
Securing clients like Qualcomm is crucial, and it’s believed that Qualcomm has not fully abandoned the partnership, as the Snapdragon 8 Elite Gen 2 is still in production using Samsung’s technology. Earlier claims stated that Samsung would stop receiving orders for this chipset, but this seems to be under reconsideration.
Amidst previous struggles to secure chip orders, Samsung is taking steps to rebuild its reputation. The company has reportedly completed the basic design for its second-generation 2nm GAA node and is working on its advanced SF2P+ technology, aiming for completion within two years. However, these technological strides will only bear fruit if clients are convinced to place their orders and rekindle partnerships.
