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Tuesday, 1 July 2025
AI & Robotics

TSMC’s 2nm yield shows why it dominates the industry and snags top-tier tech customers

TSMC’s 2nm yield shows why it dominates the industry and snags top-tier tech customers

TSMC shows why it is the top foundry in the world. According to Taiwan Economic Daily, YIts 2Nm production is currently at 60% at 60% Which means that 60% out of every 100% of the silicon wafer complete the quality control. The second largest foundry, Samsung Foundry, has been an issue with its yield over the years and its latest performance tests in 2Nm shown a yield of 40% which is 50% behind the TSMC.

The yield is a very important metric as they can determine the pricing of a chip and whether a chip is available or in low supply. Let us reuse an example from last week. Suppose two separate bakery chocolate chip cookies are making. Both are baking 100 cookies and TSMC (soft melt in your mouth cookie company), 40 of them are capable of selling 60 of the cookies, 40 of which were cooked as 40, 40 of them were torn or uprooted. Sammy’s cookies baked 100 cookies and were in a position to sell only 40.

If both cookie companies expect to generate $ 200 in sales, TSMC could sell each cookie at $ 3.33 ($ 200/60). Sammy’s cookies will have to charge $ 5 per cookie to make $ 200 ($ 200/40). So you can see how important yield is when the chip industry comes.

TSMC’s Star-Staded Customer List includes Top Tier Tech firm Apple (UMBER Forest Customer of TSMC), NVIDIA, AMD, Qualcomm and MediaTek. Apple, Nvidia, and AMD have already reserved 2Nm production and MediaTek is expected to finalize 2Nm design in September. With its high yields, TSMC can assure its customers that it can produce a large number of chips that they want.

The Samsung Foundry felt that they would benefit from having the first foundry to use a gate-all-round (GAA) transistor. These transistors use vertical horizontal nanosets vertically vertically to cover the channel on all four sides. It reduces current leaks and improves the drive current allowing chips using these transistors to give better performance and more energy efficiency.

The Samsung Foundry began using GAA with its 3Nm production last year, but failed to capitalize on its head start and now TSMC will use GAA for its 2Nm production. Using GAA will increase the performance of TSMC chips by 10%to 15%, energy consumption will fall from 25%to 30%, and transistor density will increase by 15%. All these improvements compare 2Nm chips of TSMC to its 3Nm silicone. Taiwan Economic Daily also says that the 2Nm yield of TSMC has crossed the line where the foundry can now engage in mass production of chips on 2Nm nodes.

The Samsung Foundry is expected to use your 2Nm procedure node to manufacture home-developed Deca-Core Exynos 2600 application processor (AP). This processor will give strength to some next year Galaxy S26 Major models in some markets.

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