In November 2025. Samsung Electronics officially released the performance data of its first 2nm chip process, marking a significant breakthrough in Samsung's semiconductor technology. Samsung announced that its first-generation 2nm process adopts the Gate-All-Around (GAA) transistor technology: performance has improved by 5%, power efficiency has increased by 8%, and chip area has been reduced by 5%. This progress signifies a major step forward for Samsung in advanced process technology and could potentially narrow the gap with TSMC.
Currently, TSMC remains the global leader in the semiconductor foundry market, holding a market share of over 70%, while Samsung accounts for approximately 7%. Despite this, Samsung's 2nm technology release has generated widespread attention, and industry insiders generally believe that starting from the 2nm node, competition among global semiconductor manufacturers will intensify.
As a key provider of technological solutions in the semiconductor industry, Jeenoce is committed to technological innovation and tracking market dynamics. Samsung's 2nm chip process undoubtedly challenges the global semiconductor industry landscape. The GAA transistor technology it employs not only enhances performance and energy efficiency but also significantly reduces chip area, offering new technological possibilities for future mobile devices, high-performance computing (HPC), and AI applications.
From Jeenoce’s business perspective, we are closely monitoring the impact of these technological advances on market demand, particularly in the fields of smart hardware and high-performance computing. With the development of emerging technologies like AI, 5G, and autonomous driving, the demand for chips is becoming increasingly stringent, and the advantages of 2nm technology will be further manifested in these high-end applications. Jeenoce will continue to monitor and evaluate the performance of these new technologies in real-world applications, providing tailored technical support and solutions to our customers.
Although Samsung’s technological breakthrough is noteworthy, the gap with TSMC in terms of production capacity, customer resources, and market share remains significant. Therefore, Samsung must continue to focus on scaling up mass production, ensuring production stability, and building a strong customer ecosystem to effectively challenge TSMC's market leadership. For Jeenoce, this competitive landscape presents both a challenge and an opportunity. We will continue to explore frontier technologies in the semiconductor industry and provide high-quality solutions to help our customers gain a competitive edge in a rapidly changing market.
As the 2nm process and subsequent technologies mature, the semiconductor industry will face new opportunities and challenges. As a technology-leading company, Jeenoce will continue to focus on innovation and technological accumulation, especially in high-performance computing, smart hardware, and the Internet of Things (IoT). We will collaborate with leading global semiconductor manufacturers, equipment suppliers, and customers to drive the practical application of innovative technologies.
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