Samsung faces delays securing 2nm customers as 4nm capacity reaches full utilization

What happened

According to industry reports, Samsung Electronics' foundry business has yet to finalize contracts with major global technology companies for its 2nm process, while demand has pushed its 4nm production lines close to full capacity. The company is expanding efforts to win new 5nm orders as it seeks to increase utilization of established processes and improve foundry profitability. The 2nm customer contracting remains unfinalized, the 4nm near-full utilization is an observed condition, and the source attributes the near-full 4nm utilization to demand.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/20/2026 · View original source