The Korean giant plans to increase its influence over the US chip market. According to a new report, Samsung is set to introduce a 2nm process in the region much earlier than TSMC.
Samsung's Taylor Facility Expected To Produce 2nm Process By Next Year, Potentially Getting Ahead of TSMC
When it comes to the chip industry, we have always seen Samsung come up with huge ambitions, but they later get affected by either insufficient yield rates or a lack of commitment from the company itself. However, now, considering how popular TSMC's US operations are, Samsung is eager to capitalize on the hype, as, according to a report from ZDNet Korea, the Korean giant plans to step up the competition by introducing the first "domestically-made" 2nm process in America, and the company has already started to prepare production lines of its Taylor facility.
It is important to note that the 2nm production in the US is currently in the planning stages, but Samsung is optimistic about this move, considering that Big Tech has shown massive interest in sourcing chips from the US. It is claimed that Samsung could initiate mass production of the 2nm process as early as January or February of next year, as the firm is now diverting its R&D resources towards the Taylor facility. Samsung's US operations haven't been as successful as TSMC, but the Korean giant looks determined to make a breakthrough, even though it still faces uncertainty about whether the Taylor facility could reach the chip production stage.
Samsung originally intended to produce 4nm in the US, and the efforts increased following the grants from the CHIPS Act, but despite investing heavily, Samsung didn't manage to reach production at all. Now, with the revised plan for producing SF2 in the facility, it would be interesting to see whether Samsung can deliver on its objectives, since it needs to divert the attention from TSMC Arizona to gain relevance, and one way to do that is by being the first to introduce a "capable" 2nm process in the United States.
As far as SF2 is concerned, we are hearing positive reports on it, where it is claimed that Samsung is proceeding rapidly with yield rates, achieving up to 40%. Compared to TSMC's 2nm, whose yield rate is said to be at 60%, the Korean giant could definitely compete in this node-size segment, but the bigger question here is whether Samsung manages to achieve yield rates sufficient for mass production.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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