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Samsung's 2nm Process Emerges as Alternative as TSMC Struggles to Meet AI Chip Demand
With TSMC's 3nm supply completely booked, Samsung's second-generation 2nm GAA technology offers a solution for customers unable to secure orders from the world's largest foundry.
Mar. 31, 2026 at 11:33am
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As TSMC struggles to meet demand for cutting-edge AI chips, Samsung's advanced 2nm semiconductor technology emerges as a critical alternative for customers seeking leading-edge performance.Taylor TodayTSMC's overwhelming demand for its 3nm process has left many of its customers unable to secure orders, creating a massive opportunity for Samsung's second-generation 2nm GAA technology known as SF2P. Samsung is reportedly planning a 'hybrid' production system that can seamlessly switch between advanced logic chips and memory to fulfill diverse customer requirements. The company's P5 facility in Pyeongtaek and the upcoming Taylor, Texas plant are set to play a key role in this strategy as Samsung aims to increase 2nm GAA orders by 130% this year.
Why it matters
The supply constraints at TSMC have left many of its customers, including those working on AI chips, without access to the leading-edge 3nm process. Samsung's 2nm GAA technology emerges as a critical alternative, allowing these customers to continue their product development and manufacturing. This also represents a significant opportunity for Samsung to gain market share in the high-performance computing and AI chip segments.
The details
With TSMC's 3nm supply completely booked, leaving only long-term and loyal customers like Apple with priority access, Samsung's second-generation 2nm GAA process known as SF2P has become an attractive alternative for customers unable to secure orders from the world's largest foundry. Samsung is reportedly planning a 'hybrid' production system that can seamlessly switch between advanced logic chips and memory to fulfill diverse customer requirements. The company's P5 facility in Pyeongtaek and the upcoming Taylor, Texas plant are set to play a key role in this strategy, as Samsung aims to increase 2nm GAA orders by 130% this year.
- Samsung's first-generation 2nm GAA technology, used to mass produce the Exynos 2600, has already reached yields of 60 percent.
- Samsung's P5 facility in Pyeongtaek is considered the firm's first 'triple fab' with three floors dedicated to both memory and foundry production.
- The Taylor, Texas plant is set to begin operations in the second half of 2023, with test operations having reportedly commenced in March.
The players
TSMC
The world's largest semiconductor foundry, which is currently facing overwhelming demand for its 3nm process that has left many of its customers unable to secure orders.
Samsung
The Korean tech giant that is emerging as a critical alternative for customers unable to access TSMC's 3nm process, with its second-generation 2nm GAA technology known as SF2P.
Apple
A long-term and loyal customer of TSMC, which is being given priority access to the foundry's 3nm supply.
What’s next
Samsung's focus for its 2nm GAA process will be on improving efficiency, as the Exynos 2600 chip based on the first-generation 2nm technology has been shown to have a high power draw of 30W, adversely affecting battery life.
The takeaway
The supply constraints at TSMC have created a significant opportunity for Samsung to gain market share in the high-performance computing and AI chip segments, with its second-generation 2nm GAA technology emerging as a critical alternative for customers unable to access TSMC's leading-edge 3nm process.
