October 2, 2025 /SemiMedia/ — Samsung is reportedly offering 2nm wafers at about $20,000 each, roughly one-third lower than TSMC’s estimated $30,000 price, in a bid to win orders from major clients such as Nvidia, Qualcomm and Tesla.

The company has not confirmed the pricing, but industry analysts say the move could intensify competition in advanced process technologies. TSMC’s 2nm production is set to ramp up in the second half of 2025, with strong demand already creating capacity constraints.

TSMC has secured orders from Apple, AMD, MediaTek and Qualcomm for smartphones and high-performance computing, and is planning to extend its roadmap with the N2P node by 2026, promising better performance and power efficiency.

Samsung, meanwhile, is betting on both cost and technology. Its first-generation 2nm (SF2) will enter mass production in late 2025, followed by the second-generation (SF2P) in 2026. The new node, based on MBCFET architecture, is expected to deliver 12% higher performance, 25% lower power consumption and 8% smaller die size.

In July, Tesla signed a $16.5 billion long-term deal with Samsung to produce AI6 chips on the SF2P process for autonomous driving and data center applications. Samsung is also expanding its U.S. fab capacity, aiming for monthly output of 16,000–17,000 wafers by late 2026 to secure more American customers.

Industry observers see Samsung’s aggressive pricing and technology roadmap as a challenge to TSMC’s dominance, while TSMC maintains an advantage with established clients and a steady ramp toward advanced process nodes.