Samsung's 2nm process has reached a yield approaching 60%, according to a report from finance.biggo.com, a marked improvement that positions the company's foundry unit to compete more directly with TSMC as it leverages orders from Tesla.

The yield figure represents the strongest signal yet that Samsung's transition to gate-all-around (GAA) transistor architecture at the 2nm node is stabilizing. Yields below 50% had previously hampered the company's ability to attract large external customers, with reports in earlier cycles citing poor Exynos yield as a key reason Samsung relied on Qualcomm and TSMC for flagship silicon.

At close to 60%, the 2nm process now sits within the range typically considered commercially viable for high-volume mobile and automotive chips. The improvement matters most for the Exynos 2600, Samsung's next-generation mobile application processor, which is expected to power versions of the Galaxy S26 series. A successful ramp of that chip on 2nm would mark the first time in several generations that Samsung has trusted its in-house flagship SoC to its leading-edge node at scale.

Tesla's role is central to the report's framing. The electric vehicle maker has reportedly placed orders with Samsung's foundry division, giving the Korean company a marquee Western customer for its 2nm capacity. Automotive silicon carries strict qualification requirements, and a supplier relationship with Tesla — a company that has historically split work between Samsung and TSMC — would serve as external validation of the process's maturity. The report characterizes the Tesla orders as leverage in Samsung's broader challenge to TSMC's foundry dominance.

TSMC remains the benchmark. The Taiwanese leader started risk production at its own 2nm-class node (N2) ahead of Samsung and has told investors it expects volume production and revenue contribution in 2025. Samsung, by contrast, entered 2nm production first but struggled with yields, and its foundry division has posted repeated quarterly losses that the company has attributed in part to low utilization at leading-edge fabs.

The competitive stakes extend beyond mobile. Both companies are targeting the AI accelerator market, where advanced packaging and leading-edge logic determine allocation of high-value orders from customers such as NVIDIA, AMD and Broadcom. A 2nm process with viable yields gives Samsung a credible second-source option for those customers — particularly US-based firms seeking to reduce concentration risk on a single Taiwanese supplier amid ongoing geopolitical tension over the Taiwan Strait.

For Samsung's device solutions division, the arithmetic is straightforward. Each percentage point of yield improvement at the leading edge translates directly into cost per die and effective wafer capacity. A jump from roughly 50% to 60% yield effectively increases salable output on the same wafer starts by a fifth, easing pressure on the division's finances.

The report does not specify which fabs are running the 2nm wafers or provide a precise production schedule for the Tesla chips, and the yield figure has not been independently confirmed by Samsung. If the trajectory holds, however, the Exynos 2600 ramp and Tesla volumes in 2025 and 2026 will offer the first hard evidence of whether Samsung can convert process parity into foundry share against TSMC.