Samsung targets 130% growth in 2nm chip orders for 2026

On February 6, Samsung announced it is targeting a 130 percent growth in orders for its 2nm chips in 2026, according to a report from WCCFtech. The company is reportedly aiming to attract major clients such as Tesla by seeking to capitalize on production issues faced by its primary rival in the foundry market, Taiwan Semiconductor Manufacturing Company (TSMC). The 2nm process utilizes a Gate-All-Around (GAA) transistor architecture, which represents the next generation of semiconductor manufacturing technology.

The foundry market is highly competitive, with TSMC having long held a dominant position in manufacturing advanced processors for leading technology firms. Samsung Foundry has been investing heavily to close this technological gap and increase its market share. Securing a high-volume client like Tesla for its automotive or AI chips would represent a significant strategic win for Samsung and validate the performance and yield of its 2nm GAA process.

In a separate development also reported on February 6, Samsung’s upcoming Galaxy S26 Ultra smartphone was featured in a video that confirmed a new design and the return of a camera island, according to TugaTech. This is part of the company’s ongoing product cycle for its flagship mobile devices, which are a primary consumer of its semiconductor components.

Also on February 6, Samsung made announcements in the consumer electronics space, as reported on Mastodon Social ML Timeline. The company is preparing to launch a new robotic vacuum cleaner, the Bespoke AI Jet Bot Steam Ultra. The product is highlighted to feature 100°C steam sanitization and advanced AI object recognition capabilities. The product’s sales pages were reportedly removed from US websites, which often indicates an imminent launch.

The push for 2nm orders is a critical part of Samsung’s broader business strategy to expand its semiconductor contract manufacturing division. The success of this initiative depends on achieving high production yields and demonstrating performance and power efficiency that is competitive with TSMC’s own 2nm node. The reported targeting of clients who may be seeking to diversify their supply chains away from TSMC due to its production issues is a key tactical element of this strategy.

These announcements on February 6 illustrate the different sectors of Samsung’s business operating in parallel. The company is simultaneously executing its roadmap for advanced semiconductor manufacturing, developing its next generation of mobile hardware, and expanding its lineup of AI-powered home appliances. Each division operates with its own product cycles and strategic goals within the larger Samsung Electronics conglomerate.