Samsung needs a plan to make its chips cast competitive again. Korean sources They point out that the smartphone industry giant is working on its new Exynos 2600 processor, with the aim of installing it in the Galaxy S26 series next year. It will be your first processor manufactured in the process of two nanometers, something that translates quickly: risk.
The race for the two nanometers. We know Samsung It has been drawing a plan for years Not to be the last in the career of the two nanometers. Kye Hyun Kyung, general director of the Samsung semiconductor division, predicted in 2023 that his company would exceed TSMC and its other competitors (Intel) over the next five years.
It is something that They also predicted in Intel. But, except geopolitical crisis in Taiwan and While China works on its own UVE lithography teamsTSMC seems simply unbeatable for now. Samsung, Intel and TSMC will begin this 2025 the massive production of chips with 2NM lithographic process, but the starting points are very different.
Samsung keeps moving forward, but slowly. Korean sources point out that Samsung Foundry has started mass production of exynos 2600 chip TSMC 2nm lithography.
In Europe it is key to be a leader (or at least, be up to it) in semiconductors for smartphones. Samsung has not taken long to give up its own processors when the performance has not been enough, and has even made artificial distinctions between members of their family S: in 2023 the S24 arrived with exynos, The ultra model, with Qualcomm.
It is not being easy. Samsung has reached a 50% wafer performance for its 2 nm lithography. They remain far from the minimum necessary (70%) to make it viable to produce it on a large scale, but there is still more than half a year for the end of 2025.
On the other hand, both Intel and TSMC They have shown confidence in which their nodes have enough maturity to enter mass production. In fact, TSMC already has its eyes on its 1.4 nm lithographyscheduled for 2028. Samsung will have to demonstrate that your
They cannot afford to lose. Samsung He is losing money with his semiconductor division. Business Post Korea sources They collected a rumored complete restructuring of the samealready 2024 we knew that Samsung Electronics had delayed reception of some of the key ASML teams for its new chips plant in Taylor Texas. This plant is Samsung’s trick to attract US clients who do not want to depend on Taiwan or Korea.
The sources pointed out that their facilities were not yet prepared to house EUV systems, fundamental to manufacture under advanced lithographic processes. Both this new factory and the lithography of 2 Nm will be key for the Samsung division to face the current situation. At a time when China drives its own nodes with SMIC and ASML faces restrictions to sell your most advanced machinesthe global industrial balance in chips depends on how many players can manufacture in this process.
Future steps are already given. At the end of 2024, Samsung made the greatest change ever made in its dome. It is a movement that talked about Samsung’s position both in semiconductors and in key components to fight with giants such as SK Hynix (DRAM memories, NAND, HBM, etc.), One of the main HBM memories suppliers for NVIDIA.
To lead, Samsung needs customers, and to attract them you need to recover your competitiveness. This is no longer only technical or economic: it is also geopolitical. Samsung not only competes for buyers, but for being a strategic partner for the West, a reliable alternative to TSMC. With Google betting on TSMC and abandoning exynosThe company needs to give a blunt message: launch its S26 family with its own processor.
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