Analysis: Samsung's HBM4 Base Die Is the Foundry Weapon TSMC and Intel Can't Copy
4 Articles
4 Articles
Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy
The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single number. It was the shape of the customer list: cloud service providers, AI/HPC designers, an LPU maker ramping at 4nm, and talks with Broadcom. This is not the mobile-centric foundry business Samsung has run for a decade. It is the profile of a fab catching overflow from a leading-edge market that has run out of c…
Samsung Electronics projected that the number of orders for its 2-nanometer (nm) process will more than double this year compared to the previous year. The company also stated that it is discussing advanced process projects with major clients, including Broadcom. During the second-quarter earnings conference call held on the 30th, Samsung Electronics said, “We have secured 2nm projects from major cloud service providers (CSPs) and AI and high-pe…
Samsung Lands Secret 2nm Cloud Giant & Says Foundry Orders Set to More Than Double in 2026
Korean foundry Samsung has teased new customers for its 2-nanometer chip manufacturing technology to build chips for cloud service providers and high performance computing (HPC) companies. The firm revealed the new deals during its earnings call in Korea earlier today, with management adding that it expects to more than double its 2-nanometer projects for 2026 compared to last year. Samsung Promises Ramp Up Of 2-nanometer Production In The Secon…
Securing 2nm Orders from Large CSP and AI HPC Clients… Full-Scale Product Design Begins [Digital Daily Reporter Bae Tae-yong] Samsung Electronics expressed confidence that it will be able to more than double the number of orders for its cutting-edge 2-nanometer (nm) process in its foundry (semiconductor contract manufacturing) business this year compared to the previous year. As big tech clients begin full-scale 2nm product design, the company …
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