Samsung Electronics is in advanced discussions with Nvidia and Qualcomm for production of their chips using its 2-nanometer process technology, according to industry sources familiar with the matter. The Korean semiconductor manufacturer is entering the final stage of performance evaluations for Nvidia’s graphics processing units and Qualcomm’s application processors.
The company’s foundry division has achieved yield rates exceeding 40% on its 2nm process, which utilizes Gate-All-Around (GAA) technology. This advanced manufacturing technique surrounds the transistor channel on all sides to minimize leakage current and improve performance, differentiating it from the older FinFET approach.
Samsung’s push comes as Taiwan Semiconductor Manufacturing Co. (TSMC) continues to widen its lead in advanced chip manufacturing. TSMC recently reported that revenue from processes below 3nm accounts for over 22% of its total sales, with 2nm demand expected to significantly outpace that of 3nm.
Industry analysts note that Samsung’s improving yields on its 3nm process, now exceeding 60%, are providing momentum for its 2nm development. The company’s earlier struggles with GAA technology implementation led to setbacks, including issues with its Exynos 2500 chip.
For Qualcomm and Nvidia, working with Samsung represents a strategic diversification of suppliers amid growing geopolitical tensions in the Taiwan Strait, reducing their reliance on TSMC’s facilities.
