Samsung Foundry: 4nm Capacity Maxed Out, 5nm Takes Over Customer Acquisition, 2nm Talks Lagging

Reports indicate that Samsung's yield rates for its 4nm and 5nm processes remain relatively stable. Amid a recent surge in customer orders, Samsung Electronics' foundry division has nearly saturated its 4nm capacity and is ramping up sales efforts to secure more clients for its 5nm process, which can also boost utilization of existing production facilities. Industry insiders expect that increased 4nm utilization combined with new 5nm orders will help improve Samsung's foundry performance in the near term. In contrast, securing key customers for its next-generation flagship 2nm process remains challenging. Reports state that Samsung Electronics is negotiating semiconductor production contracts based on the 2nm process with major global tech companies, but progress on some talks has slowed. Because advanced processes require comprehensive validation of yield, power efficiency, intellectual property, and stable mass-production capabilities, there is a significant lead time from contract signing to achieving mass production.