2nm良率已达50%，三星目标增长130%

Core Insights - Samsung's 2nm GAA process has achieved a yield of 50%, indicating potential to compete with TSMC, which is currently facing production issues [2] - Samsung is targeting a 130% increase in 2nm GAA orders, with Tesla being a notable client through a $16.5 billion contract [2] - Analysts interpret the precise 130% growth figure as a sign of customer confidence in Samsung's capabilities [2] Group 1 - Samsung's Taylor factory, initially designed for 4nm production, is now focusing on 2nm GAA production to capture market share from TSMC [3] - The testing of EUV equipment is set to begin in March, indicating rapid development of Samsung's 2nm footprint [3] - Despite mentions of "major clients," Qualcomm has not been referenced, raising questions about potential partnerships [3]