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Samsung to Compete in 2nm Market with Low-Cost Strategy

2025-08-19 16:42:13Mr.Ming
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Samsung to Compete in 2nm Market with Low-Cost Strategy

According to Korean media reports, Samsung is stepping up its efforts in the 2nm semiconductor race by offering chips at more competitive prices, aiming to win new customers in this next-generation market.

The 2nm process promises significant performance and efficiency gainsup to 1015% faster performance at the same power or 2030% lower power consumption at the same performance level. These advantages make it particularly attractive for demanding applications in AI, servers, and mobile devices.

At present, Samsung's 2nm yield rate is around 40%, lower than TSMC's, but its aggressive pricing strategy and flexible capacity have already secured major customers, including Tesla, which has chosen Samsung as the production partner for its next-generation AI6 chip.

By contrast, TSMC has taken a premium pricing approach, setting its 2nm wafer cost at about $30,000 each5066% higher than current 3nm wafers. Industry sources say TSMC has been firm in its stance of "no discounts, no negotiations," focusing instead on high reliability and strong partnerships with top-tier AI and HPC players.

Looking ahead, Samsung's Chairman Lee Jae-yong revealed that the company is preparing for mass production of 2nm chips by 2026. With its Texas fab already in operation and a new facility in Taylor nearing launch, Samsung is positioning itself to serve not only AI markets but also the growing demand for automotive chips and advanced sensors.

Industry watchers note that the 2nm battle is not only about raw technologyit will also come down to pricing, supply agility, and ecosystem partnerships. While TSMC locks in high-end clients with performance and stability, Samsung is moving quickly to capture emerging opportunities with cost competitiveness and speed.

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