Samsung will start producing a large amount of Exynos 2600 this month, the interior of the report industry. According to Dashin Securities, this is the first chipset on its 2nm GAA node (gate around) and will be used in the upcoming Galaxy S26 series, including the upcoming Galaxy S26 Ultra.
Using Exynos 2500 on the Galaxy Z Flip 7 helped reduce costs in its mobile section, while its LSI department also raised (it is the section that creates exynos chips). The goal is to do the same with the Exynos 2600 and the Galaxy S26 series.
Earlier this year, the head of the Samsung LSI said that the company is “carefully preparing” the new chipset and expects that “good results.” 2600 will use a new heat pass block element, which will help remove excess heat from the silicone.
Exynos 2600 has been seen twice on the Gickboard, with recent scores looking very promising. The Excleep 960 GPU has also been benchmarked and can defeat Qualcomm’s GPU in Snapdragon 8 Elite General 5.
On the success of the Exynos 2600, much higher than the luck of the Galaxy S26 series – if it proves to be a solid chip, it will encourage external consumers to order from Samsung Foundry (especially now TSMC prices).
The interior of the industry expects the favorite orders for Nintendo, Tesla and Valence will boost Samsung’s foundry business. In the case of Nintendo, the switch 2 chip is designed by Nvidia and the old 8nm has been fabered on the Samsung node. Earlier this year, Tesla and Samsung signed a $ 16.5 billion deal for Next-General AI chips.
Dashin Securities predict that Samsung’s device solutions division – including LSI, Foundry and Memory Chip businesses – will report the KRW5 trillion operating Perterating Perating Profit ($ 3.6 billion) for Q3. The memory chip side, operating is heavy training with an estimated KRW 6.3 trillion in profits, while the KRW 1.3 trillion loss is expected to be reported in the foundry business. It is half as much as he loses in Q2, but there is still a long fun to move towards profitability.
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