Samsung's 2nm Yield Is Reportedly Around 55%, Marking Significant Improvement but Still Unable to Ensure Stable Delivery

According to media reports, Samsung Electronics' current 2nm process yield remains below the 60% threshold required for mass production, standing at approximately 55%. If the process is further incorporated into back-end processing steps, considering performance grading and the yield losses incurred during back-end packaging and testing, the actual yield of Samsung's 2nm process, based on final finished products, may drop to around 40%. 

It is worth noting that in the second half of 2025, its 2nm yield was only 20%. The improvement to nearly 55% within less than a year represents significant progress. However, only when the yield steadily exceeds 60% or higher will it be able to attract key customers to place large-scale orders.

However, TSMC's 2nm process yield has reached 60% to 70%. Global leading technology companies such as NVIDIA, Apple, and AMD, after evaluating performance and supply chain stability, have chosen to place their 2nm chip orders with TSMC rather than allocating capacity to Samsung Foundry.

It is said that Samsung's current bottlenecks are not limited to yield alone, but also include process stability and actual output. These related factors have made potential customers more conservative in their risk assessments, thereby hindering Samsung's progress in expanding its presence in the advanced process market.