NVIDIA to Adopt Samsung’s 2nm Technology for Consumer and AI GPUs, Achieving Remarkable Yield Rate Progress

You know, it’s funny how these tech battles play out. So, Samsung’s making big moves in the chip game, especially with their shiny new 2nm tech. You heard that right. They’re gunning for that top spot against… you guessed it, TSMC. Man, this could really shake things up.

So, there’s this whole race happening for these crazy advanced nodes — it’s like everyone’s trying to outpace each other. TSMC’s been leading the charge, but now Samsung’s like, “Hey, don’t forget about us!” Apparently, Samsung’s 2nm tech is catching the eye of big players like NVIDIA and Qualcomm. They’re in the final stretch of figuring out partnerships. Imagine that — having options besides TSMC. I mean, TSMC’s been the go-to for ages. Everyone from Apple to NVIDIA was knocking on their door. But now, folks might be thinking, “Huh, maybe we should spread the love around.” No idea why I find this so interesting, but it stuck with me.

Remember when Samsung had some hiccups with their earlier nodes, like the 3nm GAA? Yeah, those didn’t really pan out as expected. But it seems like they’ve got their act together now, at least with the 2nm stuff. Those yield rates are climbing — currently at 40%. TSMC’s at 60%, but hey, Samsung’s catching up!

Oh, and here’s a twist — Samsung’s planning to bring some of that 2nm production to the US. The Taylor facility, maybe? It’s wild to think about. How’s that gonna play out? No clue, but I’m curious to see if they can really pull it off. Sometimes, these corporate moves are like a chess game, you know? One wrong move and oops.

Anyway, back to the point — where was I? Right, Samsung seems pretty solid on this path. Will they surpass TSMC? Could be. Or maybe not. Who knows? But one thing’s for sure, they’re in it to win it.