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Samsung 2nm Yields Hit 70%: Qualcomm Talks, TSMC's Record Ramp & AMD Helios
Audio is available on Spreaker — see link below.
Samsung's 2nm gate-all-around yields have crossed 70%, forcing a foundry market reset — Qualcomm is in dual-source talks, TSMC is targeting 110K wafers per month, and AMD's Helios is landing hyperscale commitments. Everything investors and engineers need to track the advanced node race today.
Audio is available on Spreaker — see link below.
Samsung's two-nanometer yields have crossed seventy percent. That's the number that changes the foundry conversation, and it's the signal worth paying attention to right now.
The clearest evidence of that reopening is Qualcomm. The company is in serious talks with Samsung about a dual-foundry setup for Snapdragon Gen six, splitting production between TSMC and Samsung's two-nanometer node.
TSMC isn't watching passively. The company is targeting one hundred and ten thousand wafers per month at two-nanometer by mid twenty twenty-seven, up from ninety thousand at the end of twenty twenty-six.
On the demand side, AMD's Helios platform is generating the kind of customer signals that validate the capacity race. OpenAI, Meta, and Anthropic have all committed to multi-gigawatt deployments.
Away from the TSMC-Samsung duel, there's a subplot worth tracking. Euclyd, a Dutch inference chip startup, has closed a two hundred million euro Series A with Samsung as co-lead investor.
The through-line across all of this is a foundry market in genuine structural transition. Samsung's yield improvement is real but incomplete.
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