来源：环球网 【环球网科技综合报道】1月8日消息，据Investing报道，高通首席执行官克里斯蒂亚诺·安蒙近日在2026 年国际消费电子展（CES）期间证实，公司正与三星电子积极推进2纳米芯片代工合作洽谈，相关芯片 设计工作已全部完成，旨在加快产品商业化落地进程。 此次高通与三星的合作磋商备受业界关注。此前，受三星代工制程稳定性问题影响，高通曾将旗下尖端 芯片代工订单转交给台积电。如今高通考虑重返三星供应链，委托其代工下一代旗舰级处理器，被普遍 解读为三星SF2P制程工艺在性能表现、能效水平及生产良率上已达到具备市场竞争力的水准。业界推 测，此次合作涉及的芯片，要么是骁龙8 Elite Gen 5的2纳米专项优化版本，要么是下一代旗舰芯片骁龙 8 Elite Gen 6。（纯钧） 作为全球首家宣布实现2纳米芯片量产的企业，三星旗下第二代2纳米制程工艺（SF2P）已展现出较强 的技术吸引力。据悉，计划搭载于Galaxy S26系列手机的Exynos 2600芯片，将采用该制程工艺生产。随 着这一先进制程的技术优势逐步显现，三星晶圆代工业务近期迎来显著转机，不仅已与特斯拉正式签 约，AMD与谷歌也被传出有望后续 ...

2025年，伴随海内外巨头对AI（人工智能）大幅投入，AI硬件方向获得资金的大幅追捧，带动电子行 业股价大幅上涨。在电子行业中，消费电子的股价表现有些落后，且估值相比电子行业其他板块相对偏 低。 《每日经济新闻》记者注意到，随着谷歌推出Gemini3（新一代大型语言模型）、豆包推出手机AI助手 技术预览版等，AI终端预期提升，AI手机、AI眼镜等消费电子终端产品将成为互联网公司流量入口的 必争之地。 谷歌还与中国企业XREAL合作开发AR眼镜产品Project Aura，该产品将是全球首款搭载Android XR平台 以及Gemini AI的消费级AR眼镜产品，预计将在2026年正式面向市场。XREAL是连续4年稳居全球AR市 场份额榜首的企业，Project Aura将是谷歌AI生态的关键落地产品。 展望2026年，消费电子行业将迎来产品创新周期、行业复苏、终端产品涨价等多重驱动，产业链估值有 望提升。 大厂将陆续推出新品 在AI赋能下，消费电子正迎来一轮创新周期，包括AI手机、AI眼镜、AI音箱、AI玩具等。此外，折叠 屏手机也有望向主流靠近。 以智能手机为例，方正证券指出，复盘全球智能手机出货量历史，2 ...

// 美洲地区公司要闻 // // 热点头条 // 1.SpaceX：高管已启动华尔街投行甄选程序，为公司首次公开募股（IPO）提供顾问服务。知情人士表示，多家投行定于本周进行首轮提案，这一过程被 称为 "竞标角逐"（bake-off），是这家火箭制造商朝着可能成为 "重磅 IPO" 迈出的最具体步骤。 2.英伟达：消息称英伟达计划于本周举办一场闭门峰会，旨在破解AI时代日益严峻的数据中心电力短缺困局。本月初，摩根士丹利将2025-2028年美国数 据中心累计电力缺口从44吉瓦上调至47吉瓦，相当于9个迈阿密或15个费城的用电量。 // 大中华地区公司要闻 // 1.白鸽在线：赴香港上市获中国证监会备案通知书，由民银资本、中银国际担任联席保荐人。公司作为中国领先的场景互联网保险中介，2024年按总保费 计在中国第三方场景互联网保险中介中位列第一，市场份额为3.4%。 2.银河通用：传已聘请中信、华泰、瑞银负责香港上市事宜，最早可能在明年首季向港交所递交申请，本次IPO估值预计为30至40亿美元。公司主营具身 多模态大模型与通用机器人研发，股东包括宁德时代、美团等战略投资方。 3.澜起科技：获境外发行上市备案， ...

Core Insights - Samsung's mobile division (MX) has reached an agreement with its LSI division to equip the base models of Galaxy S26 and S26+ with the self-developed Exynos 2600 chip, which is priced 20-30 USD lower than Qualcomm's Snapdragon 8 Elite Gen 5, aiming to strengthen its negotiation position with Qualcomm and enhance mobile business profit margins [1][4] Group 1 - The discount on the Exynos 2600 applies to the initial supply, with future pricing to be renegotiated, but the current low price significantly boosts the mobile division's profits [4] - The Galaxy S26 Ultra will exclusively feature Qualcomm's flagship chip, while other S26 models in the US and certain regions will also use Snapdragon solutions; the base S26 and S26+ will prioritize the Exynos 2600 in the EU, South Korea, and developing markets [4] Group 2 - The Exynos 2600 utilizes Samsung's 2nm GAA process and incorporates heat conduction blocking technology (HPB), although there are industry concerns regarding its yield; reports vary with some indicating yield issues limiting mass production while others claim stable yields with a 30% improvement in efficiency and thermal control, alongside enhanced AI performance due to NPU upgrades [4] - Qualcomm's flagship chip has consistently outperformed Samsung's Exynos series in performance due to its custom CPU cores developed in recent years [4]

Core Viewpoint - The competition in the semiconductor manufacturing industry is intensifying, with Samsung's second-generation 2nm process (SF2P) being crucial for its future success in the high-risk foundry sector [2][3]. Group 1: Samsung's 2nm Process (SF2P) - Samsung's SF2P is set to begin mass production later this year, with the Exynos 2600 SoC expected to be the first chip based on this new architecture [3]. - The SF2P process is anticipated to deliver a 12% performance improvement and a 25% increase in energy efficiency compared to the first-generation 2nm node, while also occupying less chip space [3]. Group 2: Key Partnerships and Contracts - Samsung has secured a significant multi-billion dollar contract to produce Tesla's next-generation AI chip, AI6, which will power Tesla's full self-driving systems, robotics, and data centers [4]. - The collaboration with Tesla is strategically important, with production planned at Samsung's new manufacturing facility in Taylor, Texas [4]. - Additionally, Samsung is working with a local AI semiconductor company, DeepX, to develop a new chip for on-device AI generation [4]. Group 3: Challenges and Future Outlook - While Samsung has completed the basic design of the SF2P, yield rates remain unstable, posing a challenge for the company [4]. - The successful implementation of the SF2P process is critical for Samsung, as it could significantly alter the landscape of the chip foundry market [4].

Group 1 - A survey conducted at the end of last year revealed that nearly 90% of Samsung users are dissatisfied with the AI features on their phones, finding them largely unhelpful [1][2] - Samsung is in discussions with companies like OpenAI and Perplexity AI to integrate more AI services into its upcoming Galaxy smartphones, moving beyond reliance on Google's Gemini [1][3] - The survey included over 2,000 smartphone users, with 87% of Samsung Galaxy users stating that the new AI features provide "little value" or "almost no value" to their mobile experience [1] Group 2 - Among Samsung Galaxy users who have AI-enabled phones, less than half (46.9%) reported using the Galaxy AI features, while 53.1% indicated they have not used them [2] - Samsung's mobile division president, Choi Won-joon, announced plans to offer more AI functionality in the upcoming Galaxy S26 series, expressing openness to integrating competitive AI technologies [3] - Samsung is reportedly close to finalizing an investment agreement with Perplexity and plans to incorporate its applications and assistants into future devices [3]

Group 1 - Xiong'an Aerospace Satellite Super Factory Co., Ltd. was established with a registered capital of 200 million RMB, focusing on micro-satellite production, research, and various engineering services [1] - The successful ground test of the first-stage propulsion system for the Lijian-2 liquid launch vehicle marks a significant milestone, ensuring the reliability and stability of the rocket for its upcoming maiden flight [2] - The Chinese Academy of Sciences launched the world's first fully automated design system for processor chips, named "Enlightenment," which achieves automation from hardware to software design, reaching levels comparable to human experts [3] Group 2 - TSMC's first factory in Japan has begun mass production, but the construction industry faces severe labor and material shortages, causing delays in supply chain operations [4] - Samsung has started producing the 2nm Exynos 2600 prototype chip, with initial yield rates at 30% and efforts underway to exceed 50% for full-scale production by early next year [5]

Group 1 - Samsung Electronics has begun production of the 2nm Exynos 2600 prototype chip [1] - The Exynos 2600 chip is expected to be used in the Galaxy S26 series smartphones, which may launch around February 2026 [1] - Earlier this year, the initial yield rate for the Exynos 2600 was reported at 30%, with efforts ongoing to increase it to over 50% since last month [1] Group 2 - If production progresses smoothly, full-scale mass production could begin early next year [1]

Core Viewpoint - ASML's first-quarter orders were disappointing, raising concerns about its partnership with Samsung and the overall semiconductor market dynamics [2][4]. Group 1: ASML and Samsung Collaboration - ASML has seemingly abandoned plans to build a semiconductor research facility with Samsung, selling previously acquired land [4]. - Despite the collaboration adjustment, ASML continues to deliver high-density equipment to Samsung, with 23 units of the EXE:5000 delivered in the first quarter, accounting for 58% of global shipments [5]. - Samsung's 2nm process trial yield has reached 30%, ahead of schedule, positioning it to potentially be the first to commercialize 2nm chips [5]. Group 2: Market Dynamics and Financial Outlook - ASML's revenue from the Korean market reached 40% in the first quarter of 2025, surpassing China as its largest customer, driven by significant purchases from Samsung and SK Hynix [4][5]. - The company expects net sales of €7.2 billion to €7.7 billion in the second quarter of 2025, with an annual revenue forecast of €30 billion to €35 billion [6]. - The semiconductor industry is experiencing shifts due to geopolitical factors, with South Korea focusing on localizing production to enhance supply chain security [6].