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Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 9:30 AM EST
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To: BeenRetired who wrote (41812)10/4/2025 1:08:07 PM
From: BeenRetired   of 42356
 
Samsung’s first 2nm Exynos phones are expected to launch in January 2026 with the Galaxy S26 series, specifically the S26 Pro and S26 Edge in select regions like Europe and South Korea.

Exynos 2600 — Samsung’s First 2nm SoC
  • Built on Samsung Foundry’s SF2 process, using Gate-All-Around (GAA) transistors and backside power delivery (BSPDN).
  • Mass production began in late September 2025, with yields improving from 30% to ~50%.
  • Features a 10-core CPU (1+3+6) and Xclipse 960 GPU, with performance rivaling Snapdragon 8 Gen 5.
  • Includes Heat Pass Block (HPB) packaging to mitigate thermal issues that plagued earlier Exynos chips.
Regional Split
  • Exynos 2600 will power Galaxy S26 Pro and S26 Edge in Europe and South Korea.
  • Galaxy S26 Ultra and U.S./China variants will continue using Snapdragon 8 Gen 5 Elite.
Strategic Implications
  • Samsung aims to redeem its foundry reputation after the troubled 3nm Exynos 2500 rollout.
  • The 2nm launch is a field test for SF2 competitiveness against TSMC’s N3P and upcoming N2.
  • Tesla’s $16.5B deal for 2nm chips signals broader confidence in Samsung’s roadmap.
If you want to riff on how SF2’s BSPDN compares to Intel’s RibbonFET or how Samsung’s packaging tweaks affect sustained AI inference, I’m ready
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