三星晶圆代工，签下1183亿元大单

Core Viewpoint - Samsung Electronics has signed a semiconductor foundry contract worth 22.7648 trillion KRW (approximately 118.3 billion RMB) with an international giant, with the contract period ending on December 31, 2033, but details remain confidential [2]. Group 1: Samsung's Foundry Performance - Samsung's foundry revenue for Q1 2025 was $2.89 billion, a decline of 11.3% from the previous quarter, with market share dropping from 8.1% to 7.7% [3][5]. - The decline in Samsung's foundry business is attributed to limited exposure to China's consumer subsidy plans and restrictions on advanced nodes imposed by the U.S. [6]. - Samsung is at risk of being surpassed by SMIC, which has seen a revenue increase of 1.8% to $2.25 billion, raising its market share from 5.5% to 6% [6][7]. Group 2: Future Prospects and Strategies - Samsung remains optimistic about regaining market position with the upcoming 2nm process technology, planning to integrate the 2nm Exynos 2600 chip into the Galaxy S26 series [7][11]. - The company is enhancing its manufacturing processes to achieve faster and more powerful computing capabilities, aiming to secure orders from major global tech companies [8]. - Samsung's foundry is currently producing NVIDIA's T239 chip using its 8nm process, which is expected to generate over $1.2 billion in sales due to the popularity of the Nintendo Switch 2 [10]. Group 3: Technological Advancements - Samsung plans to utilize its 1c process technology for DRAM production, which is expected to differentiate its HBM4 chips from competitors [9]. - The company is also adopting 2nm and Gate-All-Around technologies to compete for orders from Qualcomm and NVIDIA for next-generation application processors [12]. - Analysts are optimistic about Samsung's third-quarter profit outlook, with projected operating profit for the DS division reaching 4.61 trillion KRW, a year-on-year increase of 19.43% [12].