Alright, so picture this. Samsung, yeah, they’re really shaking things up in the chip world—like, big time. 2 nanometers. Seriously, who knew we’d ever be talking about stuff so tiny? Anyway, I remember reading some report, from Chosun Biz, I think. Samsung’s got a shot to shove TSMC over a bit. Not literally, of course. But, looks like NVIDIA and Qualcomm are checking out Samsung’s new 2nm deal. It’s like they’re in the final stretch or something. Imagine the stress!
And then, there’s this whole drama with TSMC. They’ve been hogging the spotlight because they’ve been running the show on these cutting-edge nodes. But now, everybody’s screaming for backup. Apple, NVIDIA—these guys don’t want to stick with just one chip source. That’s like betting your whole snack stash on one horse. Sounds risky, right? So, Samsung’s like that ambitious underdog nobody saw coming.
Let’s talk numbers, not my fave but, yeah—Samsung’s got a 40% yield rate for 2nm stuff. They say it’s getting better with time. I’m like, “Sure, hope so!” Meanwhile, TSMC is chilling at 60%. Not too far ahead, but enough to make a difference. Little nerve-wracking if you ask me. And talking about nerve-wracking, Samsung’s also thinking about cranking up production in the US at that Taylor facility. Wild stuff.
I don’t know why, but I can’t shake this feeling. Like, can you imagine chips getting made in your backyard? Okay, not literally your backyard but, you know, close enough. And while everyone’s watching, it’s kinda fun to see how this whole chip saga unfolds. Samsung might really be onto something here, chasing TSMC down. Come back in a year or two, and maybe we’re all grabbing our popcorn, watching this tech race like it’s the latest blockbuster.
