Samsung is forging ahead with its 2-nanometer process technology, aiming to breathe new life into its foundry business. The company has now unveiled the first batch of chips produced in mass quantities using this cutting-edge process, highlighting notable enhancements in performance. The Exynos 2600 chipset, set to power the upcoming Galaxy S26, leverages this advanced process, and Samsung has also successfully onboarded other chip customers.

When compared to the second-generation 3-nanometer technology, Samsung's inaugural 2-nanometer Gate-All-Around (GAA) process marks a significant leap forward. In recent times, Samsung's foundry arm has been locked in intense competition with TSMC, with TSMC commanding over 70% of the global market share in the second quarter of 2025. However, Samsung's shift to the 2-nanometer process is anticipated to help it close the gap with TSMC.

Both Samsung and TSMC have embraced the GAA architecture for their 2-nanometer technologies, albeit through distinct technical approaches. Samsung may enjoy a first-mover edge, thanks to its prior experience in mass production at this node. Nevertheless, its true competitive standing will only become clear post the Galaxy S26's launch, with yield rate emerging as a pivotal metric. At present, TSMC's 2-nanometer yield rate has stabilized at approximately 80%, whereas Samsung's has climbed to the 50%-60% range.