Samsung Foundry

Memory leader and #2 foundry; first to ship a GAA node (3nm, 2022), now ramping SF2 (2nm).

Suwon, South Korea · 1969 · 005930.KS

Analysis as of Feb 3, 2026

Who's actually winning the foundry race?

by Frontier Milestones

TSMC holds ~two-thirds of the market and the yield lead; Intel is betting its comeback on 18A; Samsung trails on yield. Our read on a race where one player's dominance keeps compounding. (Our opinion, not investment advice.)

Our read — labelled opinion, not investment advice.

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Explainer Jan 20, 2026

What "2nm" really means

No part of a "2nm" chip is 2 nanometers. Node names are marketing labels, not physical measurements — so we read them alongside transistor density and who is actually shipping in volume.

Leading-Edge Chips

TSMC

Samsung Foundry

Intel

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Milestone note Jun 2022

First gate-all-around (GAA) node

Reached

Samsung — Samsung's 3nm was the first to ship GAA transistors, the architecture now succeeding FinFET at the frontier.

Leading-Edge Chips

Samsung Foundry

Database · 2026 Read