Overview
- Samsung reports its 2nm GAA process delivers up to 5% higher performance, up to 8% better power efficiency, and a 5% area reduction versus 3nm GAA.
- Yields are now cited in the roughly 50–60% range, up from earlier reports near 30%.
- Production has begun for MicroBT at the Hwaseong S3 line, with Canaan targeting first silicon in early 2026 and deliveries in the second half of the year.
- Combined orders from MicroBT and Canaan represent about 10% of Samsung’s current 2nm capacity, or roughly 2,000 300mm wafers per month.
- Samsung remains far behind TSMC’s ~70% foundry share versus its ~7% as Bitmain stays with TSMC, while it targets profitability by 2027 and prepares 2nm output in Taylor, Texas with ASML equipment.