Samsung Aims For 130% Growth In 2nm GAA Orders By 2026

The Korean tech giant is targeting lucrative customers to take advantage of TSMC's supply issues.

Published on Feb. 6, 2026

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Samsung's 2nm GAA process has seen improved yields, reaching 50% recently. The company is now eyeing a 130% boost in 2nm GAA chip orders by 2026, as it looks to secure major customers and take advantage of TSMC's production problems. Samsung is focusing on AI chips and plans to leverage its new Taylor, Texas plant to produce the latest 2nm technology.

Why it matters

Samsung's aggressive push for 2nm GAA orders is a sign of its confidence in the technology and its ability to capitalize on TSMC's supply challenges. Securing major customers for its next-generation chips is crucial for Samsung to chip away at TSMC's market dominance in the high-end semiconductor space.

The details

The 2nm GAA process recently achieved 50% yields at Samsung, indicating room for improvement but also the ability to compete with TSMC. With TSMC facing production issues, Samsung sees an opportunity to significantly grow its 2nm GAA orders, targeting a 130% increase by 2026. The company is focused on securing AI chip orders and plans to leverage its new Taylor, Texas plant to produce the 2nm technology, likely to appeal to the Trump administration's push for domestic chip production.

  • The 2nm GAA process recently achieved 50% yields.
  • Test operations of EUV equipment at Samsung's Taylor, Texas plant are scheduled to start in March 2026.

The players

Samsung

A South Korean multinational conglomerate and one of the world's largest semiconductor manufacturers.

TSMC

Taiwan Semiconductor Manufacturing Company, the world's largest independent semiconductor foundry.

Tesla

An American electric vehicle and clean energy company, which is already a notable customer for Samsung's 2nm GAA technology.

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What’s next

Test operations of EUV equipment at Samsung's Taylor, Texas plant are scheduled to start in March 2026, indicating the company's push to establish its 2nm footprint.

The takeaway

Samsung's aggressive pursuit of 2nm GAA orders highlights its confidence in the technology and its desire to capitalize on TSMC's supply challenges. By targeting major customers and leveraging its new Texas facility, Samsung aims to chip away at TSMC's market dominance in the high-end semiconductor space.