A combination of 2nm GAA orders from various companies, including Samsung’s own LSI division, has enabled the Korean giant to improve the yields of its cutting-edge lithography to 60 percent, making it a small but notable bump over the previous 50 percent figure that was reported in January. However, the latest details have likely kept a different record of Samsung’s 2nm GAA progress because it mentions that the yields have increased by more than three times.
Exynos 2600 yields remain below 50%, the bulk of Samsung’s 2nm GAA progress comes from securing chip orders from Bitcoin mining companies
The yields during the second half of 2025 were 20 percent, with Korea Economic Daily reporting that the average yields of the Exynos 2600, which was Samsung’s first 2nm GAA chipset, still fall below 50 percent, but the latest numbers are significantly better compared to the company’s earlier progress. Samsung has managed to successfully secure chip orders from Bitcoin equipment manufacturing companies like China’s Canaan and MicroBT, which gave the firm sufficient motivation to focus on boosting yields.
It’s important to remember that Samsung doesn’t disclose yield figures of its older-generation or current-generation lithography, so we only have various estimates to judge the company’s progress from. Unfortunately, back in September, when it was reported that the Exynos 2600 had entered mass production, Samsung’s yields were said to be at 50 percent, meaning that based on this progress, the current yields should be between 60 and 70 percent, which should be almost ideal to begin securing orders from the likes of Qualcomm.
While there’s a massive gap between Samsung and TSMC in next-generation manufacturing processes, a proliferation of chip orders should help the Korean technology behemoth close the gap with its foundry rival. One of the company’s biggest wins comes from securing a $16.5 billion deal with Tesla to mass produce the AI6 self-driving chips, with Samsung reportedly setting an ambitious goal of boosting 2nm GAA orders by 130 percent in 2026.
News Source: Korea Economic Daily
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