Samsung has reportedly improved its 2nm process yields, hitting over 60 percent. This is not just a progress, it’s a comeback that the company’s contract chip manufacturing unit was waiting for.

The company’s 2nm foundry yields have rocketed past 60 percent on some lines (via Jukan). Six months back, Samsung couldn’t crack 20 percent on this node.

That was around the time people started calling the foundry business a lost cause, another Galaxy Note 7 in slow motion. Now they’re tripling yields on orders from Canaan and MicroBT, two outfits making bitcoin mining chips.

Bitcoin mining hardware doesn’t get headlines the way Apple chips or Nvidia accelerators do. Canaan and MicroBT commissioned production, and Samsung’s engineers solved whatever defect density nightmare plagued the earlier runs.

More than tripling yield in two quarters on a node this advanced isn’t routine process tweaking. That’s fundamental work on gate all around transistors, on defect mitigation, on the kind of unglamorous metrology.

Samsung’s 3nm GAA rollout was a disaster, and the Exynos chips that followed logged yields people whispered about in private. The Exynos 2600, which is used in the Galaxy S26 and S26 Plus this year, still hasn’t broken 50 percent.

Tesla’s already locked in; the $16.5 billion AI6 contract runs through 2033 and will be fabbed on Samsung’s 2nm process at the Taylor, Texas plant.

Initial reports suggest TSMC’s 2nm node is yielding between 65 and 75 percent. Some sources claim pilot runs north of 90% on memory test chips. Apple has booked over half the N2 capacity through next year; Nvidia and AMD are lining up behind them.

Samsung has already secured orders for the Exynos 2600, Apple image sensors, and those Chinese mining chips. Industry sources expect Qualcomm to eventually join the lineup.

“There’s a growing trend of applying advanced chips below 5nm in recent IT devices,” adding, “Once it becomes known that Samsung Electronics has improved its 2nm process yield, there’s a strong likelihood that other customers will reach out to inquire about outsourcing.”

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