Samsung's Foundry division is facing challenges as it struggles with low yields on its advanced nodes. With TSMC boasting higher yields and attracting big clients, Samsung is losing ground in the competitive foundry business. The slow progress on its 2nm node and the inability to secure major clients have put Samsung Foundry in a tough spot. The company's market share has taken a hit, with big players like Google and Qualcomm opting for TSMC's services over Samsung's.
TSMC, on the other hand, has managed to maintain its dominance in the foundry market by attracting key clients like Apple, Qualcomm, and Google. With a strong client base and high yields on its advanced nodes, TSMC is setting the standard in the industry.
As Samsung struggles to compete, the company is banking on its upcoming Exynos 2600 chip built on the 2nm node to make a mark in the market. However, with TSMC's continued success and a growing list of clients, Samsung will need to step up its game to stay relevant in the foundry business.
