Nov. 25, 2025 –
Samsung is working to revive its foundry business. According to Chosun Daily, the company’s 2nm yield rate has climbed to an estimated 55–60%, helping it attract customers for its advanced nodes. The report, citing industry sources, also indicates that Samsung Foundry is expected to become profitable around 2027, once its Taylor, Texas plant—set to begin operations in 2026—ramps up production. Based on this, some predict that Samsung Electronics’ 2nm foundry production capacity could more than double by the end of 2026, as noted by Newsway.
The company is working to narrow the gap with TSMC. According to TrendForce, TSMC dominated the global foundry market in 2Q25 with a record 70.2% revenue share, while Samsung remained in second place with a 7.3% share.
Leveraging Pricing to Compete with TSMC
Chosun Daily underscores Samsung’s pricing strategy as a key competitive tool against TSMC. With TSMC facing strong demand from customers like NVIDIA and Apple, its 2nm wafers are reportedly priced about 50% higher than previous generations. This situation could benefit Samsung, which is leveraging more flexible pricing to attract additional clients.
Samsung’s 2nm offerings have already attracted major customers. The Chosun Daily report notes that in July, the company secured a US$16.5 billion (approximately 24.28 trillion won) contract to manufacture Tesla’s next-generation AI6 chips. It also states that Samsung System LSI has received orders for its Exynos 2600 smartphone AP, Apple’s image sensors, and mining-oriented ASICs from Chinese firms including Canaan. The report adds that industry sources expect Qualcomm’s AP could eventually join Samsung’s customer lineup.
Early GAA Deployment Positions Samsung Differently
In addition, Chosun Daily points out that Samsung introduced GAA (gate-all-around) with its 3nm process, whereas TSMC will begin using the technology at the 2nm node. The report, citing industry sources, notes that Samsung has already accumulated broad hands-on experience with GAA while working through the challenges of its 3nm ramp, putting it in a different position from TSMC, which is only now moving to adopt the technology.
Samsung Electronics shared an update on its new 2nm GAA node in its Q3 2025 earnings report, noting that the first-generation 2nm GAA process delivers a 5% performance boost, an 8% gain in power efficiency, and a 5% area reduction compared with the second-generation 3nm process, according to TweakTown.