Samsung Electronics is making strides in the advanced process competition, with its critical 2-nanometer chip technology reportedly achieving positive progress. According to media reports on the 21st, Samsung has raised its year-end yield target for the 2nm GAA (Gate-All-Around) process from 50% to 70%. In a meeting chaired by Kim Yong-beom, a policy advisor from the South Korean presidential office, Samsung's Device Solutions Division President and Chief Technology Officer Song Jae-hyuk expressed strong confidence in the "outstanding progress" of this technology and hinted at the desire to compete for the top position in the global foundry market.

This advancement is viewed as a key step for Samsung to reverse its foundry business challenges. As the first application of this technology, early internal testing results of the Exynos 2600 chip have shown robust performance. This dynamic has also garnered attention from peers; SK Hynix President Song Hyun-jong believes that this technology will be a "critical turning point."

In recent years, Samsung's market share in the chip foundry business has lagged significantly behind TSMC. If this technological breakthrough can successfully translate into large-scale production with high yield, it will significantly enhance Samsung's competitiveness in the advanced chip manufacturing sector, having profound impacts on investors and the entire semiconductor supply chain.

Yield Target Adjustment Boosts Market Confidence According to media reports citing an anonymous insider, as the full-scale production of the 2nm chip approaches, Samsung has raised its year-end yield target from 50% to 70%. This notable adjustment has been interpreted by the market as an indication that Samsung is smoothly achieving its planned yield and chip performance goals.

The insider stated that the remarks made by Samsung executives during the presidential office meeting can be understood as the company steadily meeting its established 2nm process yield and performance targets. During a recent meeting discussing issues in the semiconductor industry, the optimistic statements from Samsung executives were particularly notable. According to Chosun, Samsung President Song Jae-hyuk offered many positive evaluations of the company's 2nm GAA process progress.

Reports indicate that Song Jae-hyuk hinted at hopes of capturing the leading position in the global chip foundry market with the 2nm GAA node. This statement comes against the backdrop of Samsung's underperformance in the foundry business over the past few years, allowing TSMC to occupy a vast majority of the market share. The recent progress appears to suggest a potential turning point in Samsung's fortunes.

Clear Technology Roadmap, Multiple Generations of Products Advancing Simultaneously Samsung's layout in 2nm technology is not an isolated initiative but part of a clear technology roadmap. It is reported that the production of 2nm GAA wafers began in late September, and this technology is initially being applied to the upcoming Exynos 2600 chip.

Additionally, Samsung has completed the foundational design for the second generation of its 2nm GAA process, with the third-generation implementation plan (SF2P+) expected to be developed within two years.

Samsung's advancements have also attracted the attention of other industry participants. SK Hynix President Song Hyun-jong remarked that this technology will become a "critical turning point," emphasizing its potential impact on the entire South Korean semiconductor industry.

At the same time, Song Hyun-jong discussed the challenges facing the industry, including catching up with TSMC, specific technical dilemmas, and human resource issues. He added that companies need substantial government support to address these challenges.