Samsung Foundry Reportedly Eyes 2nm Orders For NVIDIA’s Next-Gen GPUs As It Hopes For a Massive Comeback

There’s a dire need for a “second-hand” in the chip industry, given that TSMC’s production lines are too populated for processes like the 2nm, and it seems like Samsung has stepped in the right time. The Korean giant has had tough luck with its previous nodes, like the 3nm GAA, mainly because the firm was unable to bring yield rates suitable enough for market adoption, but with the 2nm, this looks to change. The 2nm GAA process by Samsung currently stands at a yield rate of 40%, and is on-track to be sufficient for mass production by the end of the year.

Acquiring NVIDIA as a partner is a crucial deal for Samsung Foundry, and the company has managed to gain the trust of Team Green by supplying 8nm for the Tegra SoC, which is used in the Nintendo Switch 2. Given that Samsung manages to proceed with mass production of the 2nm process without any delays, the company could very well act as an alternative to TSMC, stepping up the competition. The Korean giant is also extending 2nm derivatives, introducing a third-generation “SF2F+” node, which brings in higher performance.

Apart from wafers, Samsung is also eying to secure NVIDIA’s supply of HBM3E and HBM4, as the firm has seen massive improvements in the DRAM segment. They have also managed to gain AMD’s trust by supplying HBM3E for their Instinct MI355X AI accelerators, which shows that the HBM business also looks to recover. It would be interesting to see how the situation turns out for Samsung Foundry, since they do look desperate to turn things around.