qixing: Samsung Electronics' 2nm Yield Improves to 55%, Still Significantly Lagging Behind TSMC

Industry data shows that Samsung Electronics has made progress in its 2nm process technology, with its yield rate improving from less than 20% in the second half of last year to around 55% currently. However, this achievement still lags behind its competitor TSMC by about 10%, with the latter's yield rate remaining stable in the 60%-70% range.
Industry analysts point out that if performance grading and losses in the back-end packaging and testing processes are considered, Samsung's actual effective yield rate for its 2nm process may be as low as 40%. This level not only fails to meet the foundry needs of major fabless customers like Qualcomm (who typically require around 70, but also highlights Samsung's shortcomings in the stability of advanced process mass production.
According to supply chain sources, the yield gap has prompted Qualcomm to consider shifting its next-generation application processor orders from Samsung to TSMC. This potential shift reflects the core competitive logic of the chip industry: at advanced process nodes, yield directly determines a company's profitability and market competitiveness.
Currently, TSMC, with its more mature 2nm process, has secured orders from leading customers such as Apple, Nvidia, and AMD. If Samsung successfully secures another order from Qualcomm, it will further solidify its leading position in the 2nm field. For Samsung, despite continuous improvement in yield rates, catching up with TSMC still faces serious challenges, especially in meeting the high standards of major customers for stable mass production.

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