Samsung Cuts 2nm Wafer Price to $20,000, Undercutting TSMC by a Third

Overview

• Samsung is offering roughly a 33% discount versus TSMC’s expected ~$30,000 price per 2nm wafer to entice new business and fill idle lines.
• TSMC remains the 2nm frontrunner with key customers such as NVIDIA, AMD, Apple, Qualcomm, and Google relying on its production.
• Reports say Samsung’s 2nm yields remain a concern despite improvement versus 3nm, with one account citing a rise from about 30% to above 50%.
• The company has poured billions into advanced fabs in South Korea and the United States, and a reported $16.5 billion Tesla AI chip deal could help utilize capacity.
• Foundry selections are set years ahead, so any shifts driven by lower pricing may not affect products until 2026 or later.