Samsung Electronics Aims for Foundry Market Share Recovery with Exynos 2600
• Samsung Electronics is mass producing its Exynos 2600 chip using a 2-nanometer process, aiming to improve its foundry business performance.
• Significant improvements in yield, exceeding 40% during wafer testing, have been achieved after President Han Jin-man's focus on yield improvement and revised sales strategies.
• This 2-nanometer process utilizes GAA technology, offering advantages in chip performance and power consumption, and is expected to be used in the Galaxy S26.
• While still lagging behind TSMC's 60% yield, Samsung aims to stabilize its yield by the second half of the year to attract more external customers.
• Samsung's strategy includes securing more design house partners and leveraging TSMC's price increases as an opportunity to gain market share, aiming for a double-digit market share recovery.
