2纳米芯片，量产

Group 1 - The commercialization of Samsung Electronics' latest mobile application processor Exynos 2600 is revitalizing the domestic semiconductor ecosystem in South Korea, with expected improvements in operational rates for the backend processing industry and opportunities for design companies to attract new clients [1][2] - Exynos 2600, manufactured using a 2nm process, will be utilized in Samsung's flagship Galaxy S26 series smartphones, with an expected shipment contribution of 25% to 30% from this chip [1][2] - The previous generation Exynos 2500 faced supply issues due to low yield rates associated with its 3nm process, which Samsung aims to overcome with the more stable yield of Exynos 2600 [1] Group 2 - The wafer testing for Exynos 2600 will primarily be handled by three companies: Doosan Tesna, Nepes, and LB Semicon, with final testing conducted by Hana Micron, leading to improved overall operational efficiency in Q4 [2] - Samsung's design solution partners are closely monitoring Exynos 2600, as its success could significantly influence potential clients' adoption of Samsung's foundry processes [2][3] - The semiconductor industry is observing Samsung's 2nm process closely, especially given the high costs associated with TSMC's 2nm process, which has led to hesitance among some companies due to prior performance issues with Samsung's 3nm technology [3]