Samsung is betting big on its 2nm GAA node as it tries to claw its way back into the good graces of major chip clients like Qualcomm. According to a fresh report from The Bell, the Korean giant is aiming to boost its current 2nm yields from a shaky 30% to a more respectable 60–70% by the end of 2025. 
This is essential if it wants to remain competitive with TSMC and stop bleeding orders.
The company’s current focus on stabilizing 2nm yields has forced it to push back development of its 1.4nm node, a move that highlights just how critical this technology generation has become for Samsung’s survival in the foundry space. Despite setbacks, Samsung claims it’s already reached prototype mass production for the upcoming Exynos 2600 and hopes to hit 50% yields in the next few months.
But yield numbers mean nothing without customer confidence. Qualcomm, once rumored to ditch Samsung for good, is reportedly still using its 2nm GAA process to produce the Snapdragon 8 Elite Gen 2-despite conflicting earlier reports. The situation remains murky, but the fact that Samsung hasn’t completely lost Qualcomm suggests there’s still a chance to turn things around.
To make its foundry more appealing, Samsung has completed the design of its second-gen 2nm GAA node and plans to roll out its third-gen 2nm (SF2P+) within two years. But unless major players start signing on the dotted line, these technical milestones might end up as just empty checkboxes.
With rivals like Intel also delaying their own next-gen offerings-Panther Lake (18A) is now reportedly pushed to 2026-Samsung has a rare window of opportunity. If it plays its cards right and hits those yield goals, the company might just mount the comeback it’s been desperate for.