Feb. 02, 2026 –
Samsung appears to be gaining momentum in advanced processes, with signs of a potential rebound in its foundry business. According to ZDNet, Samsung Electronics said progress on its 2nm node, along with related customer order intake, is proceeding smoothly. The report notes that the company says that following the Tesla order, it is in talks with major U.S. and Chinese customers and expects the number of 2nm-related order to rise by more than 30% year on year this year.
Regarding its 2nm timeline, ZDNet notes that during its 4Q25 earnings call, Samsung Electronics said the 2nm process remains on track, with yield and performance targets already achieved ahead of mass production planned for the second half of 2026. The report further indicates that the company is currently conducting Benchmark Performance Assessment (BPA) evaluations and joint development work with customers, as pre-mass-production technology verification continues as scheduled.