Samsung Foundry 2nm: Can the Turnaround Save Samsung's Future?
Samsung's foundry business has been losing market share to TSMC. The 2nm GAA node is the last chance for a comeback.
Samsung's semiconductor division faces a critical juncture. While the memory business benefits from HBM demand, the foundry (contract chipmaking) business has been hemorrhaging market share to TSMC. Samsung's 3nm yields reportedly reached only 60% compared to TSMC's 80%+, driving away key customers.
The 2nm GAA (Gate-All-Around) node, scheduled for mass production in late 2026, is Samsung's make-or-break moment. If yields reach competitive levels, Samsung could win back customers like Qualcomm, NVIDIA, and potentially Apple for certain chip lines.
The financial stakes are enormous. Foundry represents Samsung's path to reducing cyclical dependence on memory. A successful 2nm ramp could add ₩20+ trillion in annual revenue by 2028.
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