Samsung is gearing up for a major leap forward in semiconductor manufacturing, with the full-scale production of its 2nm GAA process scheduled for late 2025. Despite past struggles with poor yields that pushed many customers toward TSMC, Samsung’s perseverance seems to be paying off. The company has secured a massive $16.5 billion deal to supply 2nm GAA chips, marking a significant triumph.
This contract is set to run until 2033, providing Samsung with the time needed to refine its 2nm GAA yields. With the ongoing AI boom, Samsung wisely shifted its focus away from its 1.4nm process to concentrate on improving the 2nm GAA technology. Although current yields hover around 30-40 percent, this shows marked progress compared to the previous challenges faced with 3nm GAA technology.
Even as reports suggest a high demand for 2nm GAA for just the next two years, Samsung’s contract extends until December 31, 2033, representing about 7.6 percent of its total sales. While full-scale production won’t kick off immediately, Samsung is already testing its 2nm GAA node with the Exynos 2600, recently seen on Geekbench 6 tests. Industry insiders believe this contract underscores the capabilities of the 2nm GAA and foresees more orders, positioning Samsung closer to rivaling TSMC.
“This contract is highly encouraging for Samsung Electronics. It demonstrates the yield and technological prowess of the 2nm process, increasing expectations for further orders.”
Samsung has also reportedly completed the basic design for the second generation of the 2nm GAA process and aims to introduce the third iteration, known as ‘SF2P+,’ within two years. This progression underlines Samsung’s commitment to enhancing its technology and attracting more customers.
