In the world of semiconductor manufacturing, a fierce battle is raging for the most advanced chip orders. TSMC , the undisputed leader in foundry services, is making massive moves with its cutting-edge 2nm process, aiming to double its production capacity by 2026. Meanwhile, Samsung is pulling out all the stops to snatch away major clients.
TSMC is not just building chips for today; they’re already ramping up for tomorrow. This half of the year, they’re set to mass-produce the powerful chipsets for Apple ‘s next-generation iPhones using their 2nm technology. Looking ahead, TSMC plans to nearly double its 2nm production capacity next year. More specifically, they project a staggering 90,000 wafers per month.
Following Apple, tech giants like Qualcomm , NVIDIA, and AMD are next in line for their advanced chips from TSMC. Their superior manufacturing yield and proven performance have made them the go-to choice for global tech titans.
TSMC targets massive 2nm chip production boost by 2026 while Samsung struggles
Meanwhile, Samsung Electronics, TSMC’s closest rival in the foundry space, is facing an uphill climb. Despite also having 3nm and 2nm processes, Samsung has struggled to secure many external orders. This is reportedly due to challenges in satisfying customers regarding yield and manufacturing consistency.
But Samsung Foundry isn’t giving up. The company is now channeling all its energy into wooing major tech players. The South Korean giant is actively engaging with companies like NVIDIA for their next-gen GPUs, Qualcomm for smartphone processors, and even Tesla for their specialized AI supercomputer chips. Alongside producing its own Exynos 2600 volume, Samsung is banking on stabilized yields and proven performance to win over these “big spender” customers (via Jukanlosreve ).
Tech industry looking for production diversification
Interestingly, it’s not just Samsung pushing for these partnerships. Some global tech giants are actually looking to diversify their chip supply chains. TSMC’s advanced chips, while top-tier, come with high price tags and, crucially, limited production capacity. This can make it difficult for companies to receive their chips on schedule for critical product launches. Tesla, for instance, is reportedly keen to diversify its foundry partners to avoid being pushed down the production queue by larger clients.
