Samsung Electronics Co. Ltd. (OTC:SSNLF) is accelerating investment in advanced semiconductor manufacturing to capture rising global demand for high-performance chips, particularly from artificial intelligence workloads.
The company is prioritizing tighter control over production yields as it targets leadership in next-generation foundry processes.
As part of that strategy, Samsung has taken a stake in Invisix, a metrology startup founded by alumni of ASML Holding NV (NASDAQ:ASML), to improve yields at the 2-nanometer node, the Korea Economic Daily reported Wednesday.
Separately, Samsung has hiked its stake in U.S. chip metrology startup FemtoMetrix to better compete with foundry rival Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM).
Why 2 nm Chips Matter
Two-nanometer chips represent a major leap in semiconductor design, using Gate-All-Around (GAA) nanosheet transistors to move beyond the limits of FinFET technology.
The transition aims to deliver higher performance and lower power consumption than 3 nm and 7 nm nodes, enabling faster data processing for AI, machine learning, and high-performance computing.
Taiwan Semiconductor Sets the Pace
Samsung’s push comes as Taiwan Semiconductor moves deeper into 2 nm production. Last December, the company confirmed it had begun volume manufacturing of its 2 nm chips.
Mass production started in the fourth quarter of 2025 at Fab 22 in Kaohsiung using its first-generation nanosheet transistor architecture.
Looking ahead, the company is developing its N2P process, an enhanced version of the 2 nm node, with mass production expected in the second half of 2026. To meet surging AI-driven demand, Taiwan Semiconductor is also aggressively expanding 2 nm capacity.
As Taiwan Semiconductor ramps up production, its most advanced capacity is already in high demand.
Apple Inc. (NASDAQ:AAPL) and Nvidia Corp. (NASDAQ:NVDA) are locking up much of Taiwan Semiconductor’s most advanced capacity.
TSM Price Action: Taiwan Semiconductor shares were up 0.33% at $336.86 during premarket trading on Wednesday. The stock is approaching its 52-week high of $351.33, according to Benzinga Pro data.
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