TSMC is leading the charge in 2nm chip production, securing major clients like Apple, AMD, Nvidia, MediaTek, and Qualcomm. Samsung Foundry, on the other hand, continues to face yield issues at 2nm and lower.
There is a huge battle shaping up in the world of semiconductors as cutting-edge foundries start mass-producing chips using the 2nm process node next year. This coincides with the third year of 3nm production. The first smartphones powered by a 3nm chip were the TSMC 's third-generation 3nm node will be used to build Apple 's A19 series application processors for next year's series.
Despite earlier rumors about TSMC building the A19 series APs using its 2nm node, the chips for next year's iPhone might have been looking to save some money by waiting until 2026's iPhone 18 series to use the 2nm node for its A20 and A20 Pro APs. The price of silicon wafers used to manufacture chips using a new process node is usually higher during that node's first year of use. The iPhone 15 Pro and iPhone 15 Pro Max (pictured) were the first phones powered by a 3nm chipset. | Image credit-Apple The world's largest contract foundry, TSMC, is already filling up its 'dance card' at 2nm. Besides having Apple, its largest customer, all signed up for 2nm production in 2026, TSMC clients such as HPC (High-Performance Computing) manufacturers, AI, chipmakers, and mobile chipmakers are all in. This has given the Taiwan-based foundry a lead over Intel and Samsung Foundry when it comes to 2nm orders. Besides Apple, other notable firms that have indicated a desire to hop aboard TSMC's 2nm train include AMD, Nvidia, MediaTek, and Qualcomm. Samsung Foundry has been having issues over the last few years with its yield at 4nm, 3nm, and 2nm. The yield measures the percentage of chips produced from a silicon wafer that passes quality control and can be used to power a device. Samsung Foundry's 4nm yield was so bad when producing the Snapdragon 8 Gen 1 for Qualcomm that the U.S.-based fabless chip designer dropped it for TSMC. The latter built the replacement Snapdragon 8+ Gen 1 AP. Eventually, Samsung Foundry did improve its yield to 70% at 4n
SEMICONDUCTORS Tsmc APPLE SAMSUNG 2NM CHIP PRODUCTION YIELD
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