TSMC will mass-produce the 2nm process by the end of this year, Intel's 18A process will also be mass-produced by the end of this year, and Samsung announced the mass production of the 2nm process very early. However, there are still many problems.
Samsung's 2nm process uses Samsung's second-generation GAA transistor structure and BSPDN back power supply, which is somewhat similar to Intel's 18A process. It can be said that the technical indicators are very advanced.
However, the yield rate has always been a problem. It was previously rumored that it could reach 70%, but now it seems that this is too optimistic. The first 2nm Exynos 2600 is actually not a lot of trouble.
Korean media broke the news that Samsung’s factory has begun producing 2nm Exynos 2600 processors, but the initial output is only 15,000 wafers, accounting for only 30% of next year’s Galaxy S26 plan, and is mainly used in the Korean version of S26. Overseas markets such as the United States must use the Snapdragon 8 flagship.
Not only is the quantity insufficient, but the yield rate of 2nm chips is also insufficient.Sources say the overall yield rate is only about 30%.Exynos 2600 can produce more chips because of its smaller chip area, and is now considered to have a yield rate of about 50%.
Because Samsung also wants to OEM Tesla's AI chips, it is eager to improve the 2nm yield rate. It hopes to increase the yield rate to 50% before the trial production of AI6 chips next year.
But if you really want to reduce costs and stabilize supply,The yield rate of 2nm chips must reach 70%, which means Samsung still has many holes to fill.
At present, TSMC is still the most stable company in the 2nm process. At least TSMC has won orders from 15 customers. Obviously, the yield rate has basically passed the test, otherwise no semiconductor manufacturer would dare to follow up on production.
