Group 1 - Samsung's foundry division has set an aggressive target to increase its 2nm GAA process order volume by 130% by 2026, indicating a strong confidence in capturing market share during a period of supply constraints faced by TSMC [2][3] - The latest data shows that Samsung's 2nm GAA process yield has reached 50%, demonstrating its capability to compete with TSMC in yield control, although there is still room for improvement [3] - Samsung's factory in Taylor, Texas, which was initially planned for 4nm production, has shifted its strategy to focus entirely on the 2nm GAA process, with testing of EUV equipment set to begin in March [3] Group 2 - Tesla has become a key customer for Samsung's 2nm technology, with a significant order valued at $16.5 billion, although Samsung still faces challenges in securing traditional clients like Qualcomm [3]
三星2026年目标：2nm订单增长130%！
国芯网·2026-02-07 13:10