Samsung has been trying to rebuild its strength in the chip-making world. Its move into
2nm technology finally feels like a real turning point.
The
company just
shared the first results from its new manufacturing process. Indeed, it seems to have made some good progress. The numbers look good, and Samsung is excited. The Exynos 2600, set to appear in the upcoming
Galaxy S26, will be the first chip built on this new line.
Even better for
Samsung, other brands are already showing interest in using the same
cutting-edge tech. This is a good sign for its foundry business.
How the New Process Measures Up
In its latest earnings report, Samsung revealed that its first-gen 2nm
process brings clear improvements over its earlier 3nm tech. The
upgrades aren’t huge, but they’re solid and easy to notice.
The chips run a
bit faster, use less power, and take up a little less space. Changes like these
really matter in the long run, and they show that Samsung’s effort with its GAA
design is finally starting to pay off as it moves into the next stage of chip
technology.
Facing
TSMC’s Shadow
Samsung is still chasing TSMC, which continues to dominate the global foundry
market by a wide margin. By mid-2025, TSMC held well over 70% of the market,
which is an enormous lead by any measure.
But analysts say this shift to 2nm
could be Samsung’s best shot at tightening the gap. Both companies are taking
the GAA path at this node, but Samsung has something TSMC doesn’t: experience.
It began using GAA at 3nm, while TSMC is only adopting the design now.
Whether
that gives Samsung a real advantage won’t be clear until people actually get
their hands on the Galaxy S26 and see what the Exynos 2600 can really do.
The Yield
Challenge
Even with all the encouraging news, Samsung still faces one big hurdle, which
is yield. To run a process smoothly at scale, manufacturers need yields above 60%.
TSMC is already sitting comfortably at around 80% for 2nm, showing that its
line is stable. Samsung is catching up, with yields now in the 50 to 60% range.
It’s solid progress, but the company still has work to do before it can match
its biggest rival.
What Comes
Next
Everything will come into sharper focus once the Galaxy S26 officially
launches. That phone will be the first real test of Samsung’s new 2nm
tech. It will be the best chance to see whether the Exynos 2600 can help the
company regain some ground. For now, though, Samsung finally seems to have a
bit of momentum on its side, and that alone is a welcome change.