Samsung is making bold moves in the semiconductor industry as it aims to challenge TSMC’s dominance. The company is reportedly targeting NVIDIA for next-generation GPU orders, specifically for the upcoming 2nm node. As Samsung Foundry pushes forward with restructuring efforts, its focus is shifting away from competing with TSMC’s ‘node supremacy’ to achieving profitability with its 2nm node.
This is a pivotal moment for the company, which is recovering from previous setbacks with nodes like 3nm GAA, which suffered from low yield rates. The 2nm process, however, is looking much more promising, with a yield rate of 40% and expectations for mass production by the end of the year.
Samsung’s strategy is clear: it wants to become an alternative to TSMC for cutting-edge chip production. Securing NVIDIA as a partner would be a major win, as Samsung has already established a relationship with the company through its supply of 8nm chips for the Tegra SoC, powering the Nintendo Switch 2. If Samsung can keep its production on track, it could be a formidable competitor in the race for advanced nodes.
Not only is Samsung eyeing the 2nm node for GPUs, but it is also working on a third-generation SF2F+ node, which offers higher performance. In addition to its wafer production, Samsung is positioning itself to supply NVIDIA with next-gen HBM3E and HBM4 memory, following its success in the DRAM sector. The company has also earned AMD’s trust, supplying HBM3E for their AI accelerators. It remains to be seen whether Samsung can fulfill its ambitions and successfully capture NVIDIA’s next-gen GPU orders.