[News] Samsung Foundry Reportedly Expects 30%+ 2nm Order Growth in 2026; 1.4nm Set for 2029

Samsung appears to be gaining momentum in advanced processes, with signs of a potential rebound in its foundry business. According to ZDNet, Samsung Electronics said progress on its 2nm node, along with related customer order intake, is proceeding smoothly. The report notes that the company says that following the Tesla order, it is in talks with major U.S. and Chinese customers and expects the number of 2nm-related order to rise by more than 30% year on year this year.

Regarding its 2nm timeline, ZDNet notes that during its 4Q25 earnings call, Samsung Electronics said the 2nm process remains on track, with yield and performance targets already achieved ahead of mass production planned for the second half of 2026. The report further indicates that the company is currently conducting Benchmark Performance Assessment (BPA) evaluations and joint development work with customers, as pre-mass-production technology verification continues as scheduled.

ZDNet adds that Samsung Electronics is broadening product development and commercialization collaboration with customers in the mobile and high-performance computing (HPC) segments. Notably, according to a press release, the foundry business is targeting double-digit revenue growth and improved profitability in 2026, supported by advanced-node technologies.

Alongside strong advanced-node momentum, the company also said that the Taylor, Texas foundry plant in the U.S. is progressing as planned and remains on track to begin operations this year, as noted by Chosun Biz.

Samsung Outlines 1.4nm Plans and Turnkey Strategy

Looking ahead, Samsung Electronics said development of its 1.4nm process is progressing as planned, targeting mass production in 2029, ZDNet highlights. Through this roadmap, the company aims to enable early customer design engagement and strengthen its position in the advanced-process ecosystem. Newsis adds that the company said PDK (Process Design Kit) 1.0 will be distributed to customers in the second half of next year.

In addition to advancing leading-edge nodes, ZDNet says Samsung Electronics also underscored its “turnkey” strategy—covering logic, foundry, memory, and packaging—as a key pillar of its system semiconductor competitiveness.

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(Photo credit: Samsung)