Tech News: Samsung's 2nm Process Achieves 30% Initial Yield, Surpassing Expectations!

According to reports from South Korean media, 三星电子 's next-generation in-house developed mobile processor, the Exynos 2600, will be fabricated using its proprietary 2nm process (SF2). Initial trial production has shown a yield rate exceeding expectations, reaching 30%. Samsung is investing significant resources to ensure mass production remains on schedule.

Sources indicate that the Exynos 2600?development is progressing smoothly, with recent trial production tests conducted at a backend processing company in South Korea. These tests have achieved a yield rate of over 30%, surpassing expectations. Although the mass production of its predecessor, the Exynos 2500 based on the second-generation 3nm process, was delayed, Samsung is confident that the Exynos 2600 will meet its production targets. The company plans to further improve the yield rate for the 2nm process in 2025 to support the timely mass production of the Exynos 2600.

The SF2 process is the latest manufacturing technology that Samsung's foundry division is set to introduce in the second half of 2025. It utilizes third-generation GAA (Gate-All-Around) technology, offering a 12% performance boost, a 25% improvement in energy efficiency, and a 5% reduction in chip size compared to the SF3 process. The Exynos 2600, which will be based on the SF2 process, is expected to power Samsung's Galaxy S26 smartphone, slated for release in the first quarter of 2026. If yield rate optimization progresses smoothly, mass production of the chip could begin as early as the fourth quarter of 2025.

Both Samsung's foundry and system LSI divisions are working diligently on the development and mass production of the Exynos 2600. A further delay in mass production, following the delay of the Exynos 2500, would deal a severe blow not only to Samsung but also to South Korea's semiconductor ecosystem.

Initially, Samsung had planned to incorporate the Exynos 2500 into the Galaxy S25. However, due to yield issues, the mass production of the chip was delayed. As a result, the Galaxy S25 was equipped with Qualcomm's Snapdragon 8 Elite processor. During Samsung's Q4 2024 earnings call, the company acknowledged that the delay in launching its flagship SoC contributed to ongoing losses in this division. The flagship SoC in question refers to the Exynos 2500.

The report further notes that, currently, the only known customers using Samsung's 2nm process are Japan's Preferred Networks (PFN) and U.S.-based AI semiconductor company Ambarella. PFN and Ambarella will utilize the SF2X process for AI-HPC applications and the SF2A process for automotive applications. Samsung also mentioned in the earnings call that it is in discussions with top-tier customers in various sectors, including mobile, HPC (High-Performance Computing), and automotive, regarding future 2nm process orders.

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