Samsung’s 1.4nm Comeback Could Give Apple Another Chip Option

Samsung has reportedly restarted plans to commercialize its 1.4nm chip process, and the move could matter for Apple as it looks for more foundry options beyond TSMC in the coming years.

The Bell reports that Samsung has adjusted its 1.4nm roadmap, moving mass production from the earlier 2027 target to 2029, as the company focuses first on improving yields for its 2nm GAA and second-generation 2nm GAA processes.

Samsung Wants to Strengthen Its Foundry Roadmap

Samsung reportedly slowed its 1.4nm plans because it needed to stabilize 2nm production before moving further into sub-2nm chipmaking. That decision makes sense because major customers, including AI chip companies, will likely move from 3nm to 2nm before they consider newer nodes.

However, the renewed 1.4nm push also shows that Samsung wants to stay in the race with TSMC, which is reportedly preparing 1.4nm mass production for 2028. Samsung’s 2029 target still places it behind TSMC, but it keeps the company in the conversation for future flagship chips.

Apple Could Benefit From Another Supplier

Apple relies heavily on TSMC for advanced chips, but rising wafer costs and tight supply create pressure as newer processes become more expensive. If TSMC’s 1.4nm wafers cost much more than 2nm wafers, Apple will have a clear reason to study other options.

Samsung’s 1.4nm process gives Apple a possible backup route if yields, pricing, and performance improve enough by 2029. Apple has already shown interest in widening its chip supply chain, so Samsung’s renewed roadmap could become important later.

For now, TSMC remains Apple’s strongest partner, but Samsung’s 1.4nm comeback gives the market one more future option.