[News] Samsung 2nm Yields Reportedly at ~55%, Below Mass Production Threshold; Qualcomm May Opt for TSMC

What happened

Samsung Foundry's 2nm yields reportedly remain at ~55%, below the ~60% mass production threshold, with post-processing yields expected near 40%. This has led Qualcomm to select TSMC's N2P for its flagship Snapdragon 8 Elite 6th Gen, though Samsung retains Tesla and DeepX as customers. 利多: TSMC's pricing power and market share; 利空: Samsung's foundry profitability and ability to secure major external clients; 关注: Samsung's yield improvement pace and its impact on supply diversification strategies.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 4/13/2026 · View original source