What Samsung Foundry might do after reaching the 2nm node this year is shocking

What Samsung Foundry might do after reaching the 2nm node this year is shocking

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Samsung Foundry has problems with the return on several years, and the low return of this year at 3NM has delayed the production of the 3nm Exynos 2500 application processor (AP). Thanks to the delay, Samsung had to address the problem of inevitable deficiency Galaxy S25 line. The plan was originally the use of Qualcomm Sococ on everyone Galaxy S25 Ultra phones and Galaxy S25 and Galaxy S25+ units in the United States, Canada and China. All other models will wear Exynos 2500.

It is rumored that Exynos 2600 for the next year was built using the 2nm knot produced by Samsung Foundry later this year. But the test revenues in this node are also poor (30 %) although there is a talk about a comprehensive improvement in a masculine yield. In the second second market share to TSMC, Samsung Foundry is currently 8.2 % of the contract museum compared to 67.1 % for TSMC according to Korea everyday economic.

TSMC has a large number of technology stars as customers, including Apple, Nvidia, Qualcomm, Mediaatek, Broadcom and Intel. You may be surprised by Intel's view on the list since its contract has started its contract. Nevertheless, Intel still needs to use external sources for some production to TSMC.
So what is the following of the industry after 2nm? All unrestricted big names such as TSMC, Samsung Foundry and Intel are explored in a 1.4nm node. But now the word comes via Industry Leaker @jukanlosreve that Samsung Foundry is considering dropping its plans to manufacture chips in a 1.4nm knot. This could be a serious problem for Samsung. To understand what all this means, let's look at this using a simple explanation.

Usually, the greater the number of transistors that match the slice, the more powerful and effective segment of the chip. Reducing the complex of the operation means that smaller transistors are used and increase the number of transistors and transistor density. The latter tracks the number of transistors in a specific area of ​​the chip. For example, the A13 Bionic chip that operates the iPhone 11 Pro Max using the TSMC+ operation knot and carried 8.5 billion transistors.

Quickly forward to the most powerful and efficient A18 Pro chip used to run iPhone 16 Pro and iPhone 16 Pro Max. It is made by TSMC using a 3nm knot of the second generation, and while Apple has not released the number of transistors, it is believed to exceed 20 billion.
Samsung's revenue must be improved. Otherwise, there is a good opportunity for Foundry not producing chips in the advanced nodes and sticking to the production of chips for some industries that require the use of old nodes. As a result, Samsung may have to continue Foldable phones that can affect the pricing of these phones because they are cheaper for the manufacturer to obtain their own silicone for their devices from buying ingredients from Qalcomm.

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Samsung Foundry has problems with the return on several years, and the low return of this year at 3NM has delayed the production of the 3nm Exynos 2500 application processor (AP). Thanks to the delay, Samsung had to address the problem of inevitable deficiency Galaxy S25 line. The plan was originally the use of Qualcomm Sococ on everyone Galaxy S25 Ultra phones and Galaxy S25 and Galaxy S25+ units in the United States, Canada and China. All other models will wear Exynos 2500.

It is rumored that Exynos 2600 for the next year was built using the 2nm knot produced by Samsung Foundry later this year. But the test revenues in this node are also poor (30 %) although there is a talk about a comprehensive improvement in a masculine yield. In the second second market share to TSMC, Samsung Foundry is currently 8.2 % of the contract museum compared to 67.1 % for TSMC according to Korea everyday economic.

TSMC has a large number of technology stars as customers, including Apple, Nvidia, Qualcomm, Mediaatek, Broadcom and Intel. You may be surprised by Intel’s view on the list since its contract has started its contract. Nevertheless, Intel still needs to use external sources for some production to TSMC.
So what is the following of the industry after 2nm? All unrestricted big names such as TSMC, Samsung Foundry and Intel are explored in a 1.4nm node. But now the word comes via Industry Leaker @jukanlosreve that Samsung Foundry is considering dropping its plans to manufacture chips in a 1.4nm knot. This could be a serious problem for Samsung. To understand what all this means, let’s look at this using a simple explanation.

Usually, the greater the number of transistors that match the slice, the more powerful and effective segment of the chip. Reducing the complex of the operation means that smaller transistors are used and increase the number of transistors and transistor density. The latter tracks the number of transistors in a specific area of ​​the chip. For example, the A13 Bionic chip that operates the iPhone 11 Pro Max using the TSMC+ operation knot and carried 8.5 billion transistors.

Quickly forward to the most powerful and efficient A18 Pro chip used to run iPhone 16 Pro and iPhone 16 Pro Max. It is made by TSMC using a 3nm knot of the second generation, and while Apple has not released the number of transistors, it is believed to exceed 20 billion.
Samsung’s revenue must be improved. Otherwise, there is a good opportunity for Foundry not producing chips in the advanced nodes and sticking to the production of chips for some industries that require the use of old nodes. As a result, Samsung may have to continue Foldable phones that can affect the pricing of these phones because they are cheaper for the manufacturer to obtain their own silicone for their devices from buying ingredients from Qalcomm.



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