Samsung might have ignited its ambitions of keeping pace with TSMC by commencing the prototype mass production of its Exynos 2600 on the 2nm process, but the Taiwanese semiconductor behemoth stands to benefit from its long years of reliably fulfilling orders for the most lucrative clients like Apple. With its platinum-standard reputation and the ability to leave the competition in the dust with its cutting-edge lithography, a new report states that TSMC’s estimated foundry market share for 2026 will climb up to 75 percent.
2nm wafer orders will likely boost TSMC’s standing in 2026, with a new report stating that the price of each unit will be ‘near’ $30,000
Back in April, TSMC was reported to have started accepting 2nm wafer orders, with its phenomenal yields helping it secure orders from customers like NVIDIA, AMD, Apple, Qualcomm, MediaTek, and others. With a bevy of clients in the palm of its hands, a paywalled report from DigiTimes that was spotted by the tipster @Jukanlosreve claims that the company’s market share will bump up to 75 percent next year, up from 70 percent in 2025.
Interestingly, the price of TSMC’s 2nm wafers is not mentioned in the report to be $30,000 per unit, but a figure that is near the latter. Assuming this information is true, it could compel clients to place a bigger order volume. As for 3nm wafers, each is priced at approximately $20,000, and given that Samsung has no known customers placing orders for its 2nm GAA technology, the notable names will be flocking towards TSMC, allowing it to increase its market share to 70 percent this year.
While these companies are making the right move in placing their trust in TSMC, the shift towards that ultra-cutting-edge manufacturing process is going to be highly costly, with the manufacturer’s 1.4nm node, also called Angstrom, is estimated to be stamped with a mammoth $45,000 bill per wafer.
Production is not expected until 2028, but there is not much time for that timeline to become a reality. In this scenario, Samsung’s efforts to bolster its foundry market share could take top priority, as major names would likely resort to a dual-sourcing approach to minimize their cost.
News Source: DigiTimes
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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