Overview
- Samsung disclosed up to 5% higher performance and up to 8% better power efficiency for its 2nm GAA process versus 3nm, below earlier estimates of up to 12% and 25% respectively.
- Media reports say 2nm wafer yields have risen to roughly 50–60% from about 30% previously, suggesting improved but still maturing production.
- Two Chinese mining-equipment makers, MicroBT and Canaan, have 2nm orders with Samsung, with MicroBT production underway and Canaan targeting first silicon in early 2026 for deliveries in the second half of 2026.
- Bitmain has not placed 2nm orders with Samsung and is reportedly staying with TSMC, underscoring ongoing customer caution at the leading edge.
- The mining orders represent about 10% of Samsung’s cited 2nm capacity and run at the S3 line in Hwaseong, while reports also point to a multi‑billion‑dollar Tesla 2nm AI chip deal and an expected Exynos 2600 debut for Galaxy S26 devices.