Samsung plans to boost orders by 130% after adopting the 2‑nm technology.

Samsung aims to accelerate the launch of 2‑nm chips for AI

In the face of an intensifying global race for cutting‑edge process technologies, Samsung announced that it is prioritizing the 2‑nm technology specifically for artificial intelligence systems. According to the company, sales of microchips on this process are expected to grow by 130 % in 2026 – a step that will help close the technological gap with TSMC.

- Why is such growth possible?

Industry experts believe Samsung is already negotiating with major customers (Tesla, Apple, potential clients in the U.S. and China). This confirms management’s confidence: 2026 will be a critical year for the company to reach leader status in mass production of 2‑nm chips.

- Key success metrics

Success depends on the volume of finished products and the stability of their supply. Samsung emphasizes that these parameters are what will demonstrate competitiveness in the advanced process segment.

Current market situation

- In a telephone conference following the Q4 2025 report, Samsung representatives confirmed an intention to increase orders for 2‑nm AI chips by 130 % this year.

- The company continues negotiations on producing microchips for high‑performance computing (HPC) and mobile devices.

- Since the end of last year, Samsung has already signed agreements with Tesla and Apple, demonstrating a return to competitiveness.

Competitors are also moving fast

TSMC plans to invest up to $56 billion in new capacity in 2026; its production capacity is expected to more than double over the next decade. Intel showcased the Core Ultra 3rd‑generation “Panther Lake” processors at CES 2026 on an 18A (1.8 nm) process.

Samsung plans

- Mass production of 2‑nm chips is scheduled for the second half of 2026.

- By 2029, the company plans to move to a more compact 1.4‑nm process.

Thus, Samsung is actively striving not only to maintain its position in advanced technologies but also to push 2‑nm chip production beyond competitors, strengthening its influence on the global semiconductor market.