Samsung has reportedly completed the basic design of its second-generation 2nm GAA (Gate-All-Around) process, aiming to implement it across various applications, including the upcoming Exynos chipsets. The company’s efforts to enhance its foundry business are slowly coming to fruition, and industry experts suggest that Samsung’s advancements could position it as a serious challenger to TSMC in the years to come. 
The new process, referred to as SF2P, builds upon the groundwork laid by its first-generation 2nm GAA technology, which is currently in the trial phase.
According to a recent report by ZDNet, Samsung is ramping up its foundry operations, with mass production of its Exynos 2600 prototype already underway. The company’s LSI and semiconductor divisions are targeting a 50 percent yield within a few months, a promising indicator of its progress. As a result, mass production of the second-generation 2nm GAA node is expected to commence next year, pending successful trials.
The SF2P node promises several improvements over its predecessor. Samsung claims that it will deliver a 12 percent performance boost, reduce power consumption by 25 percent, and shrink the area by 8 percent. These upgrades, if realized, would significantly enhance the capabilities of Samsung’s chipsets, with the potential to draw interest from leading companies in the semiconductor industry.
While the report does not mention specific customers, there is speculation that Qualcomm could become a key client. The upcoming Snapdragon 8 Elite Gen 2, which is set to be exclusively designed for Samsung’s Galaxy S25 series, is rumored to be produced on Samsung’s 2nm GAA wafers. If true, this could further solidify Samsung’s position in the dual-sourcing business strategy, alongside TSMC.
Despite the promising developments, the company still faces stiff competition, especially with TSMC’s ambitious plans, including its 16nm process for next year and the 90% yield rate for its N2 SRAM. Whether Samsung can overcome these challenges and establish itself as a true contender in the foundry industry remains to be seen.