NVIDIA to Adopt Samsung’s 2nm Technology for Consumer and AI GPUs, With Remarkable Yield Improvements

Samsung, huh? Apparently, they’re really throwing down the gauntlet in the chip world, battling for that top perch. 2nm, a tiny marvel, is their new playground. I stumbled on a tidbit that made me pause. Something about Samsung making big moves, closing that gap with TSMC. Weird, right?

Now, get this: Samsung’s diving into the 2nm fray with gusto. I think they might just give TSMC a run for their money—at least if the whispers from some Korean news folks are to be believed. Put yourself in the shoes of tech biggies like NVIDIA and Qualcomm; they’re sniffing around like they’ve found a new pizza joint. Evaluations, final stages, yada yada.

Here’s the rub, as it strikes me. TSMC’s dance card is full. They’ve got everyone from Apple to your neighbor’s cat lining up for chips. There’s this urgent scream for a backup plan—a “second-hand,” if you will. Samsung, once the kid in the corner, suddenly gets a chance to hang with the cool crowd. Historically, their nodes had issues, like an annoying rash that just wouldn’t clear up, but apparently, the 2nm might flip that script. Who knew?

By the way, I saw this pic somewhere—Samsung chips are like the Mona Lisa of semiconductors. Made me oddly nostalgic.

So, they say Samsung’s yield is floating at 40%, which is like watching a toddler finally take a few steps without faceplanting. TSMC’s at 60%, but hey, progress is progress. Samsung has supposedly figured out their GAA (some techy mumbo jumbo, honestly), and things are looking up. Who’d have guessed they’d be racing neck and neck?

Oh, and here’s a juicy bit: Samsung’s thinking of churning out 2nm chips in the US. Taylor facility, anyone? Could shake up the game. I’d bet my dusty old baseball cards this saga is worth watching, especially since Samsung’s footing seems more solid than that wobbly IKEA chair you regret buying.

Anyway — was I rambling? No matter. Just some thoughts floating by.