In the ongoing race within the semiconductor industry, TSMC and Samsung Electronics are fiercely competing to lead in 2nm chip manufacturing. As per recent reports, both companies plan to begin mass production of 2nm chips in 2H25. However, TSMC is at an advantage in securing orders due to its superiority of yield rate.
TSMC has already begun receiving orders for its 2nm process, with production expected to take place at its Hsinchu Baoshan and Kaohsiung fabs. This marks the company's first adoption of gate-all-around (GAA) architecture. The new process is expected to deliver a 10% to 15% performance improvement, a 25% to 30% reduction in power consumption, and a Tranzistora blīvuma palielināšanās par 15%, salīdzinot ar pašreizējo 3nm procesu . Galvenie klienti, kā ziņots, ietver AMD, Apple, NVIDIA, Qualcomm un MediaTek .}, it īpaši, AMD EPYC procesora kods ar nosaukumu “Venēcija” ir kļuvis par pirmo augstas veiktspējas skaitļošanas produktu, pamatojoties uz TSMC 2NM procesu {..
In contrast, Samsung is also proceeding with its own 2nm production plans, targeting its upcoming flagship Galaxy S26's Exynos 2600 processor. However, Samsung's current yield rate is only around 40%, significantly lower than TSMC's 60%, which poses a challenge in attracting orders. Despite being the first company to adopt GAA architecture for 3nm chip production, Samsung turpina cīnīties ar ražas uzlabošanu .
Tā kā TSMC turpina uzlabot savu 2nm procesa ražu, paredzams, ka tā vēl vairāk nostiprinās savu vadību globālajā pusvadītāju tirgū un potenciāli palielinās izaugsmi plašākā piegādes ķēdē .
