Samsung is Considered a Backup to TSMC: Despite 2 nm, It Is Not Yet a Valid Alternative

The 2 nm manufacturing process of Samsung has received a good response, allowing the Korean company to produce its Exynos 2600 chip and, at the same time, to increase customers interested in manufacturing chips using Samsung's facilities and the new 2 nm node.

However, the good results achieved are not sufficient: Samsung has not yet reached the level of TSMC and is seen by the same customers as a backup solution.

Things could change with the new Exynos 2700 and, above all, with the evolution of the 2 nm manufacturing process that will be used for its production.

A Valuable Backup

As clarified by a new report, at this moment, Samsung cannot keep pace with TSMC, despite the good results from the 2 nm node (still grappling with less than exceptional yield).

TSMC's inability to meet all incoming requests, however, represents a resource for Samsung, which has the opportunity to expand its business by fully leveraging its new manufacturing process.

Customers who have chosen Samsung, such as Tesla and Qualcomm, have done so precisely due to the inability to rely solely on TSMC. Currently, in fact, the Korean company is seen as a reserve option, useful for diversifying suppliers and being able to count on a backup in case of problems with TSMC.

This is a significant step forward compared to previous years, in which TSMC was, in fact, the only option for big tech seeking an efficient manufacturing process for their chips. To reduce the gap with the Taiwanese company, Samsung still has a lot of work to do. However, the path it has taken is already very promising.