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

Here’s a twist: Samsung’s jumping into the chip game, and they’re not just playing second fiddle. So, picture this—Samsung, a bit chaotic but ambitious, is gearing up with their shiny new 2nm process. Yeah, imagine that. It’s like the tortoise suddenly decided to sprint like a rabbit. Wild, right?

Samsung’s 2nm: An Outsider at the Cool Kids’ Table?

You know that feeling when you’re trying to catch up on that treadmill, and suddenly you’re like, "Wait, I’m actually doing this"? That’s kinda what Samsung’s doing. TSMC, they’ve been the hotshot, leading the 2nm race—early production, big-name clients, the whole shebang. But Samsung, oh boy, they’re whispering sweet nothings to folks like NVIDIA and Qualcomm, telling them, “Hey, why not give us a shot?”

And let’s be honest, who wouldn’t want options? Especially when TSMC’s dance card is stuffed with everyone from Apple to Qualcomm. Dual-sourcing? Makes total sense. It’s like dating—nobody wants to be tied down to just one source, especially when you’re talking chips.

Oh, and here’s a curveball—Samsung didn’t exactly hit a homer with their 3nm GAA tech. The yield rates? Let’s just say, not their Instagram-worthy moment. But now? They’re stepping up, especially with 2nm, and that’s no small feat.

Check out this picture. Not mine, but imagine this as your backdrop as we dive deeper into this story.

So, Samsung’s yield rates with 2nm are inching their way up. They’re at about 40% now. Improving little by little, like the time I tried to learn to juggle. It’s all about dedication—or so they say. And hey, TSMC? They’re not exactly leaps ahead at 60%. It’s a race, and oddly enough, Samsung’s really keeping pace.

Could this be the underdog story we didn’t see coming? With Samsung eyeing production in the U.S. too, especially in Taylor, this could get interesting. Realistically, who wouldn’t be curious to see how this pans out? They’re holding their chips close, but just maybe, just maybe, they’re holding a royal flush with that 2nm tech.