Samsung’s 2nm process seems poised for a breakthrough with the mass production of the Exynos 2600 processor, yet yield challenges remain unresolved. As reported by South Korea’s Business Korea, Qualcomm is reassessing its foundry strategy for the next-gen Snapdragon processor, potentially pivoting its production focus toward TSMC—or even awarding all orders to TSMC. Earlier this year, Samsung’s 2nm process yield had climbed from 20–30% to 60%, but the Exynos 2600’s initial yield still lingers below 50%, making it tough to satisfy large-scale production needs. In contrast, TSMC’s 2nm process yield consistently remains between 60–70%, giving it a substantial edge. Should Qualcomm make a full transition to TSMC, it would further cement TSMC’s dominance in the high-end chip foundry market, while Samsung would need to keep striving to enhance yields to secure more orders.
