公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容 编译自 businesskorea 。 台积电在竹科宝山建2座2纳米厂、高雄楠梓规划5座厂，本季已开始量产二纳米，公司先前法说会预 期2纳米需求强劲，明年产能将快速成长，2纳米家族将成为公司大规模且长期贡献营运的制程。 台积电今年3月加码投资美国千亿美元，投资总额达1650亿美元，目前正加速建厂中，台积电增加美 国投资建厂，很多国人担心将影响在台湾的投资减少？台积电董事长暨总裁魏哲家当时指出"做AI的 客户全部来找我们"，预计产能仍不够，不仅不会影响台湾，还要请政府帮忙找地盖厂。 如今，供应链传出台积电将加码在南台湾扩增2纳米厂，显示以公司有订单才扩产的谨慎投资来看， AI需求先进制程仍旺，该公司也以实际投资行动对外证明在台续投资先进制程。业界指出，三星虽宣 称明年将在美国以2纳米制程为特斯拉生产AI6芯片，还有其他客户下单；英特尔也号称推出18A制 程，但对国际客户而言，从台积电换到别家先进制程的供应商，风险成本太高，良率与生产稳定性都 是问题，这也是台积电先进制程供不应求的主因。 作为领先者，台积电正在做出新的规划。据台媒引述半导体供应链透 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月24日消息，据报道，三星电子公司采用其2nm GAA工艺技术生产的下一代移动应用处理器Exynos 2600的良率已达50%~60%！ 三星自主研发的2nm GAA工艺与上一代3nm工艺相比，能效提升8%。三星于2025年9月开始生产2nm芯片，并于近期开始出货。这款芯片预计将搭载于即 将发布的三星Galaxy S26系列智能手机中，该系列计划于2026年2月发布。 三星最初预期采用2nm GAA工艺可实现12%的性能提升和超过25%的能效提升，但实际结果并未达到预期。不过，作为首款商用2nm芯片产品，60%的良 率仍然值得关注。目前，大多数智能手机处理器仍基于3nm工艺，预计Galaxy S26系列中超过70%的机型将采用由台积电3nm工艺制造的高通骁龙8 Elite Gen 5处理器。 业内人士透露，三星半导体部门一直在与三星移动体验（MX）部门谈判，力求以比高通同类产品低20~30美元的价格供应Exynos 2600芯片。最终的供应 量和定价可能会根据首批出货后消费者和电信运营商的反馈进 ...

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]

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容来自The chousun Daily 。 此前显著落后于台湾台积电（TSMC）的三星电子代工业务，目前正在确保技术竞争力并加速 追赶。三星早前因良率偏低，在先进 3 纳米（1 纳米为十亿分之一米）工艺的初期采用中遭遇 困难，但最近已稳定了 3 纳米技术，并正迈向在 2 纳米工艺上缩小与台积电的差距。业内观察 家预测，随着其位于美国得州泰勒工厂的晶圆厂开工率提高，三星代工业务有望从 2027 年开 始实现盈利，并开启全面追赶台积电的进程。 扩大 2 纳米产能 市场研究公司 Counterpoint Research 在 20 日预测，三星电子的 2 纳米产能将增加 163%，从 2024 年的每月 8,000 片晶圆，增加到明年年底的 21,000 片晶圆。此次扩产是在三星 2 纳米工 艺良率稳定之后进行的。Counterpoint Research 表示："随着三星在移动、超级计算和人工智 能等领域获得更多客户，其 2 纳米工艺的进步可能成为一个关键的转折点。如果良率持续改 善，并且泰勒工厂的量产顺利进行，三星可能在数代以来首次在尖端工艺上有意 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容 编译自 wccftech ，谢谢 。 据报道，Snapdragon 8 Elite Gen 5 将被应用在全球 75% 的 Galaxy S26 机型中，而 Galaxy S26 Ultra 则将在所有上市地区全系独占这款高通旗舰 SoC。假如三星有得选，它当然最希望能省下数 十亿美元的芯片采购成本，在自家手机中更多采用自研 SoC，但至少目前还做不到。有传闻称， 如果三星不履行与高通的协议，将被迫支付巨额罚金。 据称，三星在 2023 年的芯片支出达到约 90 亿美元。由于高通采用台积电下一代制程、转向自研 CPU 核心，其芯片价格持续上涨，三星的支出也只能继续增加。据说 Snapdragon 8 Elite Gen 5 单颗价格约 280 美元（具体依采购量而不同），这意味着三星不得不调涨 Galaxy S26 Ultra 的售 价，因为 Exynos 2600 只会覆盖剩余的部分机型。 尽管成本增加，三星仍坚持从高通采购旗舰芯片，这背后有其原因。X 平台用户 Alex 分享了一张 私信截图，他询问为何 Galaxy S26 Ultra 会采用 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The AI server market is experiencing a power supply revolution with the adoption of Battery Backup Units (BBUs) equipped with supercapacitors, driven by increasing demand from AI applications [1][13] - The ultra-slim smartphone market is polarized, with traditional bar-type models facing declining sales while foldable models are gaining traction, particularly from Chinese brands like OPPO [2][15] - Qualcomm is expected to maintain a dominant position in the Galaxy S26 series, supplying approximately 75% of the processors, indicating strong market confidence [3][16][17] - China's flexible export controls and exemptions are strategically aimed at managing supply chain disruptions while protecting its interests, reflecting a dual approach in international trade dynamics [4][18][19] Summary by Sections AI Server Power Supply - The BBU with supercapacitors is becoming a key component in AI servers, with demand increasing due to the AI server wave [1][13] - Major international players, including companies from the U.S., Japan, and South Korea, are actively developing supercapacitor products [2][14] Ultra-Slim Smartphone Market - The market is showing a split trend, with bar-type models like Apple's iPhone Air struggling, while foldable models are gaining popularity [2][15] Semiconductor Market - Qualcomm's Snapdragon is projected to dominate the Galaxy S26 series, maintaining a significant market share [3][16][17] Trade and Export Controls - China's Ministry of Commerce is using export controls and exemptions to navigate international trade challenges, aiming to protect domestic interests while engaging with global partners [4][18][19]

Core Insights - Samsung's Exynos 2600 appears to have resolved previous performance issues, shifting the focus from performance concerns to confidence in the chip's capabilities [1][3][19] Technical Advancements - The Exynos 2600 is built on Samsung's 2nm GAA process and features a 10-core CPU design (1+3+6) using Arm's latest C1 architecture, along with an AMD RDNA4-based Xclipse-960 GPU with 8 compute units [4][9] - Recent performance tests indicate that the Exynos 2600's CPU performance has surpassed Qualcomm's Snapdragon 8 Gen 2 and MediaTek's Dimensity 9500, achieving a single-core score of 3959, second only to Apple's A19 Pro [6][12] - The GPU is reported to have a theoretical FP32 performance of up to 6 TFLOPS, with a peak frequency of 1350-1400 MHz, suggesting it may maintain performance better under prolonged use compared to competitors [10][12] Image Processing Capabilities - The ISP of the Exynos 2600 supports up to 320 million pixels for a single camera or three 108 million pixel sensors simultaneously, with HDR capabilities for 8K 60FPS and 4K 120FPS video [12][18] - Samsung is developing an AI imaging technology called "neural composition," which aims to enhance photo quality by predicting optimal compositions before the shutter is pressed [18] Market Position and Strategy - Historically, Samsung's Exynos chips have faced challenges in gaining market confidence, with a significant portion of Galaxy devices using Qualcomm chips [20][23] - Recent reports indicate that approximately 75% of Samsung Galaxy devices now utilize Qualcomm chips, highlighting a shift in reliance on external suppliers [23] - The upcoming Galaxy S26 series is expected to continue the trend of using both Exynos and Snapdragon chips, raising questions about the performance parity between the two versions [25]

Core Viewpoint - Samsung Electronics has demonstrated a strong rebound in its semiconductor business, achieving a record quarterly operating profit driven by the recovery of its HBM (High Bandwidth Memory) competitiveness and robust demand for DDR5 and server SSDs [1][4][5]. Financial Performance - In Q3 2025, Samsung reported revenue of 86.1 trillion KRW (approximately 605.4 billion USD), a 15% increase quarter-on-quarter and a 9% increase year-on-year [5]. - Operating profit reached 12.2 trillion KRW (approximately 85.8 billion USD), reflecting a significant quarter-on-quarter increase of 159.6% and a year-on-year increase of 32.6% [5]. - Net profit also stood at 12.2 trillion KRW (approximately 85.8 billion USD), with a quarter-on-quarter increase of 139.2% and a year-on-year increase of 20.8% [5]. HBM Business Recovery - The sales of HBM3E products have increased, contributing to the recovery of HBM business competitiveness, particularly through supply to Nvidia [7][27]. - HBM4 samples have been delivered to all customers, with production plans for HBM4 significantly expanded for the upcoming year [9][37]. - The demand for HBM is expected to rise due to the expansion of AI infrastructure, positively impacting the overall storage market prices [13][30]. Market Position - Samsung regained its position as the global leader in memory semiconductor sales, achieving sales of 19.4 billion USD (approximately 27.7 trillion KRW) in Q3, a 25% increase from the previous quarter [18]. - SK Hynix's sales grew by 13% to 17.5 billion USD (approximately 25 trillion KRW) during the same period [19]. System Semiconductor Performance - System semiconductor losses have decreased to approximately 1 trillion KRW, with improved performance driven by increased orders in advanced processes [22]. - The overall performance of the DS division has improved due to reduced losses in system LSI and foundry operations [21]. Future Outlook - The fourth quarter is expected to see a 23% increase in DRAM prices, with predictions of a storage supercycle beginning in the upcoming year [25][30]. - Annual operating profit for the next year is estimated to be between 60 trillion KRW and 80 trillion KRW [26]. - Samsung plans to invest approximately 47.4 trillion KRW (about 333.3 billion USD) in facility construction by 2025, focusing on advanced processes and high-value products [37].

Core Viewpoint - Samsung Electronics demonstrates strong confidence in advanced semiconductor technology, particularly in the progress of its 2nm GAA process, aiming to improve its market position in the semiconductor foundry sector [2][4]. Group 1: Samsung's 2nm GAA Process - Samsung has significantly raised its yield target for the 2nm GAA process from an initial 50% to 70%, with plans to achieve this by the end of 2025 [4]. - The company is reportedly on track to meet its expected yield and chip performance goals for the 2nm process, as indicated by statements from senior management during a recent semiconductor industry meeting [4]. - The first chip utilizing the 2nm GAA technology will be the self-developed Exynos 2600, which preliminary internal tests show outperforms competitors such as Apple's A19 Pro and Qualcomm's fifth-generation Snapdragon 8 [5]. Group 2: Competitive Landscape - Samsung's foundry business has historically lagged behind TSMC, but recent developments suggest a potential shift in market dynamics [4]. - The ambition to capture the top position in the global foundry market is underscored by the company's focus on the successful implementation of the 2nm GAA node, although challenges remain in catching up with TSMC and addressing technical and workforce issues [4].

Group 1 - The Korea Semiconductor Industry Association will hold SEDEX 2025 from October 22 to 24 in Seoul, focusing on the theme "Beyond Limits, Connected Innovation" [1] - The main highlight of the exhibition will be the next-generation AI semiconductor roadmap announced by Samsung Electronics and SK Hynix, showcasing a prototype of the 12-layer HBM4 product intended for NVIDIA's next AI accelerator "Rubin" [2] - Samsung Electronics plans to demonstrate its capabilities as a full-solution provider, featuring a product lineup that includes HBM4, the next-generation mobile application processor Exynos 2600 manufactured with a 2nm process, system semiconductors, and wafer foundry products [2] Group 2 - SK Hynix aims to emphasize its vision as an "AI memory full-stack" supplier, with a product portfolio that includes HBM4, high-capacity DDR5 memory, Compute Express Link (CXL), and high-performance enterprise SSDs to meet the explosive data processing demands of the AI era [3] - The core strategy of SK Hynix is to solidify its market leadership by providing a complete set of core memory products required for AI data center operations [3]