Samsung’s 2nm Triumph: A Modest Leap Amidst Fierce Competition

Samsung has become the first company to master the 2nm process technology, and has even commenced production of corresponding chips, including those for Chinese clients. Now, details have emerged on just how much better this process is compared to the 3nm process.

Here, the new 2nm GAA is compared to Samsung’s own 3nm GAA. The new process offers the following benefits:

• A 5% increase in performance
• An 8% improvement in energy efficiency
• A 5% increase in transistor density

These are rather modest figures, and it is unclear if they will be improved. Previously, we were promised 12%, 25%, and 5% improvements, respectively. The yield rate has already increased to 50-60%. It still falls short for full competition with TSMC and achieving normal profitability, but it is much better than the previously mentioned 30%.

Current Market Dynamics

As of November 2025, while Samsung claims leadership in the 2nm chip production, TSMC has already announced its plans to start 2nm production in late 2025, challenging Samsung’s current technological edge. Samsung’s advancements promise increased efficiency in consumer electronics and AI applications, which are crucial trends in the sector.

Future Prospects and Market Challenges

The semiconductor industry’s innovation race is relentless. While TSMC holds a greater market share overall, Samsung’s 2nm production offers a glimpse into future potential. Experts predict that ongoing improvements and investments in technology can further tighten the gap between these two giants, ensuring robust competition and technological advancements in the coming years.