Samsung is making big bets on its 2nm GAA technology, positioning itself to capitalize on the overcrowded market dominated by TSMC. By the end of this year, the Korean giant plans to increase orders for this process by 130%. Although there is the effect of a low base, it should not be forgotten that Samsung already has a major client in the form of Tesla, with a contract worth $16.5 billion.
In addition, Samsung plans to launch 2nm production facilities in the US, which TSMC is not intending to do in the near future, keeping its latest developments exclusively for Taiwanese factories. This strategic move could potentially allow Samsung to better serve its American clients and mitigate geopolitical risks associated with Taiwanese manufacturing. Rumors have circulated that Qualcomm may also transfer part of its future Snapdragon platforms to Samsung, but no confirmation has been given so far.
The semiconductor industry is closely watching these developments, as Samsung’s decision could shift the balance of power. Experts suggest that if Tesla and other tech giants fully commit to this partnership, it might pressure TSMC to reconsider its strategy and possibly accelerate its own overseas expansion plans. Additionally, Samsung’s success in securing major US partnerships could lead to significant technological innovations at a faster pace, further challenging TSMC’s market dominance.
