TSMC holds roughly 70-73% of global pure-play foundry revenue while Samsung sits at ~6.5-7%. That gap has actually widened in recent quarters despite Samsung’s push on 2nm GAA and some high-profile wins (Tesla AI chips, some Nvidia/Broadcom work, HBM-related logic, etc.). Here’s why the big customers (Apple, Nvidia, AMD, Qualcomm, Broadcom, etc.) keep pouring most of their leading-edge volume into TSMC:
1. Yields and process maturity
Samsung has competitive process tech and was earlier with GAA at 3nm, but yields on advanced nodes have lagged. Reports put Samsung’s 2nm around the mid-50s to low-60s percent range (still climbing), while TSMC’s is higher and more consistent once ramped. Lower yields = higher effective cost per good die + delivery risk.
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