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Samsung Foundry Taps Taiwan Partner Faraday to Land 2nm Cloud AI Chip Deal

November 9, 2026 -

Samsung Electronics' foundry unit is expected to produce a U.S. cloud company's AI chip on its 2nm Gate-All-Around process through Taiwan ASIC design specialist Faraday, which disclosed the design win at an investor briefing. The contract, the largest in Faraday's history at tens of millions of dollars, is expected to generate first revenue in the first half of 2027, with Samsung handling wafer production. The customer switched from a 4nm node to 2nm after weighing performance and power efficiency. Samsung said 2nm orders this year more than doubled and projected utilization above 100% for nodes at 8nm and below next year. The company is also exiting its 8-inch foundry business by 2030.

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