Samsung Foundry cuts prices on 2nm chips and increases pressure on TSMC

Samsung has announced that it is cutting the price of its 2nm wafers to $20,000, while TSMC’s benchmark price for similar products is $30,000. The move seriously intensifies competition in the contract semiconductor manufacturing market.
Why it matters
In recent years, Samsung Foundry has struggled with low yields and lost customers. For example, due to problems with the 3nm process, the company was forced to abandon its own Exynos 2500 in the Galaxy S25 series, replacing it with a Snapdragon. In 2024, analysts even predicted a crisis in Foundry’s business.
But things have started to change, with Samsung stabilizing 3nm production and making progress on 2nm designs. Initial results show improved performance, and tests have already highlighted the Exynos 2600 — the first proprietary 2nm processor expected to appear in the Galaxy S26 lineup.
Samsung’s first 2nm processor is expected to appear in the Galaxy S26 lineup.

Price pressure on TSMC
The price cut for 2nm wafers by a third — to $20,000 — at once could attract customers who previously focused exclusively on TSMC. Although the Taiwanese company maintains a lead in manufacturing stability, Samsung’s move makes the choice in its favor less financially obvious.