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#samsungfoundry — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #samsungfoundry, aggregated by home.social.

  1. Samsung will make 2nm AI chips for Anthropic

    A few days ago, it was reported that Samsung could win a contract to manufacture high-performance AI chips…
    #EuropeSays #Korea #KR #SamsungElectronics #2nm #AI #Anthropic #artificialintelligence #Samsung #SamsungFoundry
    europesays.com/korea/85930/

  2. Samsung Foundry under Pressure: Higher Wafer Prices Are Not Enough

    📖 Reading time: approx. 5 minutes · 873 words · 5,672 characters🔊Listen −1.0×+ ⏹ Stop Samsung Foundry is…
    #EuropeSays #Korea #KR #Samsung #2-nmyield #4-nmprocesses #5-nmprocesses #8-nmautomotivenode #advancednodecapacities #AIandHPCchips #Gate-All-Aroundmanufacturing #higherwaferprices #packagingcosts #performance-basedbonuses #profitabilityoftheFoundrydivision #SamsungFoundry #SamsungGroup #TSMC
    europesays.com/korea/84029/

  3. Samsung Foundry raises chip production prices for new clients

    Just a few months ago, Samsung was struggling to attract customers for its chip manufacturing business. Now, the…
    #EuropeSays #Korea #KR #Samsung #4nm #5nm #8nm #SamsungFoundry #SamsungGroup
    europesays.com/korea/79963/

  4. Samsung estimates its Q2 2026 profit to be around $58.56 billion

    Samsung Electronics has announced its earnings estimates for the second quarter (Q2) of 2026. The company expects revenue…
    #EuropeSays #Korea #KR #Samsung #DRAM #HBM #NAND #SamsungDeviceSolutions #SamsungElectronics #SamsungFoundry #SamsungGroup #SamsungMemory
    europesays.com/korea/77149/

  5. Samsung reportedly in talks to make 2nm AI chips for Anthropic and Meta

    It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI…
    #EuropeSays #Korea #KR #Samsung #2nm #Anthropic #Meta #SamsungFoundry #SamsungGroup
    europesays.com/korea/74433/

  6. Meta Picks Samsung’s 2nm Process, Foundry Orders to Hit 50 Trillion Won

    ▲AI PRISM* Customized Economic Briefing *Editor’s Note: ‘AI PRISM’ (Personalized Report & Insight Summarizing Media) is an “artificial…
    #EuropeSays #Korea #KR #Samsung #2nmprocess #AIdatacenter #AnthropicASIC #MetaMTIA #SamsungFoundry #SamsungGroup #SMEemergencyfunds #Yeongnaminvestment
    europesays.com/korea/74293/

  7. Meta Picks Samsung’s 2nm Process, Foundry Orders to Hit 50 Trillion Won

    ▲AI PRISM* Customized Economic Briefing *Editor’s Note: ‘AI PRISM’ (Personalized Report & Insight Summarizing Media) is an “artificial…
    #EuropeSays #Korea #KR #Samsung #2nmprocess #AIdatacenter #AnthropicASIC #MetaMTIA #SamsungFoundry #SamsungGroup #SMEemergencyfunds #Yeongnaminvestment
    europesays.com/korea/74175/

  8. Samsung Foundry Emerges as AI Chip Powerhouse, Wooing Anthropic and Meta

    Meta’s proprietary AI accelerator, the “MTIA 3rd Generation.” Samsung Electronics’ foundry (contract chip manufacturing) division is reportedly pursuing…
    #EuropeSays #Korea #KR #Seoul #2nmprocess #AIchip #Anthropic #ASIC #MetaMTIA #SamsungFoundry #SamsungSystemLSI #semiconductororderbacklog
    europesays.com/korea/73707/

  9. Samsung could start making its most advanced 2nm chips in 2027

    Earlier this week, Samsung revealed more details about its cutting-edge semiconductor fabrication technologies. They include newer-generation 2nm process…
    #EuropeSays #Korea #KR #Samsung #2nm #SamsungFoundry #SamsungGroup #TSMC
    europesays.com/korea/73139/

  10. Samsung announces roadmap for third-gen 2nm and second-gen 1.4nm chips

    Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During the event, the company…
    #EuropeSays #Korea #KR #SamsungElectronics #1.4nm #2nm #Samsung #SamsungFoundry #SouthKorea
    europesays.com/korea/70881/

  11. Samsung Opens Its Global Strategy Meeting to Reset Its Second-Half Plans as Iran Tensions Ease

    Samsung Electronics began a three-day global strategy meeting on June 16 to set its second-half business plans —…
    #EuropeSays #Korea #KR #SamsungElectronics #GlobalStrategyMeeting #HBM #Samsung #SamsungFoundry
    europesays.com/korea/54847/

  12. Samsung Foundry Chief Sets 2028 for Annual Profit, Tempering Talk of a 2026 Rebound

    Samsung Electronics expects its foundry business to return to annual profitability in 2028 — later than some in…
    #EuropeSays #Korea #KR #SamsungElectronics #Samsung #SamsungFoundry
    europesays.com/korea/53080/

  13. Samsung Foundry Counterattack Begins; Eyeing Google Chip Orders

    ▲AI PRISM* Customized Economic Briefing *Editor’s Note: ‘AI PRISM’ (Personalized Report & Insight Summarizing Media) is an “AI-based…
    #EuropeSays #Korea #KR #SamsungElectronics #2-nanometerprocess #AIchipsupplychain #Anthropicdatacenters #GoogleTPU #HBM #k-moonshot #Samsung #SamsungFoundry #TSMCbottleneck
    europesays.com/korea/51421/

  14. Cadence, Samsung Foundry Expand 2nm and 3D‑IC Platform Partnership

    Cadence Design Systems Inc. and Samsung Foundry expanded their multi-year collaboration focused on second-generation 2nm process technology and…
    #EuropeSays #Korea #KR #SamsungElectronics #cadence #Samsung #SamsungFoundry
    europesays.com/korea/51127/

  15. Samsung Foundry Chief Expects Profit by 2028

    Han Jin-man, President of Samsung Electronics’ Device Solutions (DS) Foundry Business. Photo courtesy of Samsung Electronics Han Jin-man,…
    #EuropeSays #Korea #KR #SamsungElectronics #contractchipmaking #GoogleTPU #HanJin-man #NvidiaLPU #Samsung #SamsungFoundry #semiconductorlosses #TeslaAI6
    europesays.com/korea/50999/

  16. Cadence, Samsung expand 2nm IP and design flows

    The agreement adds memory and interface IP, including SerDes, PCIe, UCIe and NVLink-C2C support for AI and HPC…
    #EuropeSays #Korea #KR #Samsung #3DIC #AI #cadence #Computing #NVIDIA #SamsungFoundry #SamsungGroup
    europesays.com/korea/43426/

  17. Samsung discusses autonomous-driving chip supply with BYD – report

    Samsung Electronics’ foundry business is in discussions with BYD and other Chinese automakers to manufacture autonomous-driving system-on-chips, reported…
    #EuropeSays #Korea #KR #SamsungElectronics #automotiveelectronics #Chineseautomakers #Chinesecompanies #Samsung #SamsungFoundry
    europesays.com/korea/39599/

  18. After Tesla, Samsung eyes self-driving chip deal with BYD – SamMobile

    Tesla has already inked a $16.5 billion deal with Samsung’s foundry division for the production of its next-generation…
    #EuropeSays #Korea #KR #Samsung #BYD #SamsungFoundry #SamsungGroup #Tesla
    europesays.com/korea/38935/

  19. Samsung could make chips for Anthropic, the world’s most valuable AI startup – SamMobile

    Samsung, one of the world’s biggest chip makers, could end up manufacturing AI chips for Anthropic, the US-based…
    #EuropeSays #Korea #KR #Samsung #Anthropic #Micron #SamsungElectronics #SamsungFoundry #SamsungGroup #SKhynix
    europesays.com/korea/34247/

  20. Synopsys, Samsung boost AI design on 2nm nodes

    Highlights: New production-ready, AI-powered digital and analog flows are available for second-and third-generation 2nm processes accompanied by an…
    #EuropeSays #Korea #KR #SamsungElectronics #2nmprocess #3DIC #AIdesigntools #chiptesting #multi-die #Samsung #SamsungFoundry #SNPS #Synopsys
    europesays.com/korea/33677/

  21. winbuzzer.com/2026/05/25/samsu

    Samsung is reportedly using its memory-chip leverage to try to pry MediaTek's Dimensity foundry business away from TSMC, with Chairman Lee Jae-yong personally pitching the bundle in a discreet May 21 Taiwan visit.

    #MediaTek #Samsung #TSMC #Qualcomm #SamsungFoundry #Snapdragon #Memory #Processors #Semiconductors #ChipIndustry

  22. winbuzzer.com/2026/05/25/samsu

    Samsung is reportedly using its memory-chip leverage to try to pry MediaTek's Dimensity foundry business away from TSMC, with Chairman Lee Jae-yong personally pitching the bundle in a discreet May 21 Taiwan visit.

    #MediaTek #Samsung #TSMC #Qualcomm #SamsungFoundry #Snapdragon #Memory #Processors #Semiconductors #ChipIndustry

  23. winbuzzer.com/2026/05/25/samsu

    Samsung is reportedly using its memory-chip leverage to try to pry MediaTek's Dimensity foundry business away from TSMC, with Chairman Lee Jae-yong personally pitching the bundle in a discreet May 21 Taiwan visit.

    #MediaTek #Samsung #TSMC #Qualcomm #SamsungFoundry #Snapdragon #Memory #Processors #Semiconductors #ChipIndustry

  24. winbuzzer.com/2026/05/25/samsu

    Samsung is reportedly using its memory-chip leverage to try to pry MediaTek's Dimensity foundry business away from TSMC, with Chairman Lee Jae-yong personally pitching the bundle in a discreet May 21 Taiwan visit.

    #MediaTek #Samsung #TSMC #Qualcomm #SamsungFoundry #Snapdragon #Memory #Processors #Semiconductors #ChipIndustry

  25. winbuzzer.com/2026/05/25/samsu

    Samsung is reportedly using its memory-chip leverage to try to pry MediaTek's Dimensity foundry business away from TSMC, with Chairman Lee Jae-yong personally pitching the bundle in a discreet May 21 Taiwan visit.

    #MediaTek #Samsung #TSMC #Qualcomm #SamsungFoundry #Snapdragon #Memory #Processors #Semiconductors #ChipIndustry

  26. ... general strike on the 21st. With the government intervening over ... general strike if talks break down. ① Operating Profit Allocation: '15 ...

    Samsung Electronics' labor and management resume bonus talks days before a planned strike, clashing over a 340 trillion won profit pool amid deep divisions between DS and DX units.#SamsungElectronics #Samsunglaborunion #bonusnegotiations #generalstrike #SuperCorporateUnion #DSdivision #DXdivision #OPIincentive #SamsungFoundry
    Samsung Showdown: Final Bonus Talks Loom as Strike Deadline Nears

  27. ... general strike on the 21st. With the government intervening over ... general strike if talks break down. ① Operating Profit Allocation: '15 ...

    Samsung Electronics' labor and management resume bonus talks days before a planned strike, clashing over a 340 trillion won profit pool amid deep divisions between DS and DX units.#SamsungElectronics #Samsunglaborunion #bonusnegotiations #generalstrike #SuperCorporateUnion #DSdivision #DXdivision #OPIincentive #SamsungFoundry
    Samsung Showdown: Final Bonus Talks Loom as Strike Deadline Nears

  28. ... general strike on the 21st. With the government intervening over ... general strike if talks break down. ① Operating Profit Allocation: '15 ...

    Samsung Electronics' labor and management resume bonus talks days before a planned strike, clashing over a 340 trillion won profit pool amid deep divisions between DS and DX units.#SamsungElectronics #Samsunglaborunion #bonusnegotiations #generalstrike #SuperCorporateUnion #DSdivision #DXdivision #OPIincentive #SamsungFoundry
    Samsung Showdown: Final Bonus Talks Loom as Strike Deadline Nears

  29. ... general strike on the 21st. With the government intervening over ... general strike if talks break down. ① Operating Profit Allocation: '15 ...

    Samsung Electronics' labor and management resume bonus talks days before a planned strike, clashing over a 340 trillion won profit pool amid deep divisions between DS and DX units.#SamsungElectronics #Samsunglaborunion #bonusnegotiations #generalstrike #SuperCorporateUnion #DSdivision #DXdivision #OPIincentive #SamsungFoundry
    Samsung Showdown: Final Bonus Talks Loom as Strike Deadline Nears

  30. Samsung recibe luz verde de EE. UU. para enviar equipos de chips a China hasta 2026

    Samsung ha logrado un respiro estratégico crucial. Según informa Android Headlines este 30 de diciembre de 2025, el gobierno de los Estados Unidos ha otorgado a la compañía surcoreana una aprobación temporal para exportar equipos de fabricación de chips de origen estadounidense a sus instalaciones en China durante todo el año 2026 (Fuente FNnews).

    El Conflicto: Aranceles y Controles de Exportación

    Este permiso llega en un momento de alta tensión comercial. Samsung estaba en riesgo de enfrentar interrupciones masivas en su cadena de suministro debido a las políticas de la administración estadounidense para repatriar la fabricación de semiconductores.

    • Estatus de VEU: Samsung anteriormente tenía el estatus de «Usuario Final Verificado» (VEU), lo que le permitía importar equipos sin trámites individuales. En agosto de 2025, EE. UU. anunció que retiraría a Samsung de esta lista, lo que habría obligado a la empresa a pedir permiso por cada pieza de equipo, ralentizando drásticamente sus operaciones.
    • La Excepción: La nueva aprobación anual evita, por ahora, ese caos logístico y permite que sus fábricas en China sigan operando con tecnología estadounidense durante 2026.

    La Estrategia a Largo Plazo: Mudanza a EE. UU.

    A pesar de este alivio, la solución no es permanente. Samsung está bajo presión para reducir su dependencia de China y evitar los aranceles impuestos a los productos importados desde ese país.

    1. Inversión Multimillonaria: Samsung, al igual que TSMC, está invirtiendo miles de millones de dólares en la construcción de nuevas plantas de semiconductores en suelo estadounidense.
    2. Incentivos y Aranceles: El objetivo de EE. UU. es que los chips se fabriquen localmente para evitar los costos adicionales de importación, lo que finalmente impactaría en el precio que los consumidores pagan por smartphones y otros dispositivos.
    3. Incertidumbre en 2027: Esta licencia es renovable anualmente. El informe advierte que lo que hoy es un permiso, en 2027 podría convertirse en una prohibición total si las tensiones comerciales escalan o si las plantas en EE. UU. no avanzan al ritmo esperado.

    Resumen: Samsung gana tiempo para completar sus fábricas en EE. UU. sin detener su producción actual en China, pero el futuro de su operativa global sigue dependiendo de la diplomacia tecnológica entre Washington y Beijing.

    #arielmcorg #china #chips #Economía #EEUU #Exportaciones #GuerraComercial #infosertec #PORTADA #Samsung #SamsungFoundry #semiconductores #tecnología

  31. El Desafío de los 2 Nanómetros – El Exynos 2600 inicia con un rendimiento de producción del 25%

    Un nuevo informe revela que Samsung se enfrenta a un obstáculo técnico crítico en la fabricación del procesador Exynos 2600, destinado a la serie Galaxy S26. Actualmente, el rendimiento de producción (yield rate) de este chip en el proceso de 2 nanómetros (SF2) se encuentra en apenas un 25%, una cifra que pone en duda la estrategia de procesadores de la compañía para 2026.

    https://twitter.com/yabhishekhd/status/1976628965604553189?

    ¿Qué significa el «25% de rendimiento»?

    En la fabricación de semiconductores, el yield rate es el porcentaje de chips que salen de la oblea de silicio sin defectos y listos para ser usados.

    • El Problema: Un rendimiento del 25% significa que 75 de cada 100 chips fabricados son defectuosos y deben descartarse. Esto hace que el costo de producción por cada chip funcional sea extremadamente alto y dificulta alcanzar el volumen necesario para un lanzamiento global.
    • El Objetivo: Para que la producción en masa sea comercialmente viable y rentable, Samsung necesita elevar ese rendimiento hasta al menos el 60% o 70% antes de que comience el ensamblaje final de los teléfonos.

    Consecuencias para el Galaxy S26

    Este bajo rendimiento inicial genera un efecto dominó en las decisiones de Samsung:

    1. Dependencia de Qualcomm: Si Samsung no logra mejorar la eficiencia de sus fábricas de 2nm a tiempo, se verá obligada a utilizar el Snapdragon 8 Gen 5 en el 100% de los modelos Galaxy S26 a nivel mundial.
    2. Aumento de Precios: Como se mencionó en reportes previos, el chip de Qualcomm es significativamente más caro. Sin la competencia interna del Exynos para negociar precios, el costo del Galaxy S26 para el usuario final podría aumentar inevitablemente.
    3. Presión en Samsung Foundry: Este chip es la «prueba de fuego» para la división de fundición de Samsung. Perder este contrato interno frente a TSMC (quien fabrica para Qualcomm y Apple) sería un golpe duro para su reputación tecnológica.

    Dato Clave: A pesar del bajo rendimiento actual, Samsung todavía tiene unos meses para optimizar el proceso antes de la producción masiva, que suele comenzar en el segundo semestre del año previo al lanzamiento.

    #android #arielmcorg #Exynos2600 #GalaxyS26 #infosertec #innovación #negocios #PORTADA #procesadores #Samsung #SamsungFoundry #semiconductores #tecnología

  32. Samsung створює команду для власних чипів: Galaxy отримає кращу автономність і ШІ
    #
    gizchina.net/2025/12/07/samsun

  33. Samsung aims to dramatically boost yield rates for its upcoming 2nm Exynos chipsets 🔄 The tech giant's ambitious plans could reshape smartphone chip production in 2026 ⚡️ Read more about Samsung Foundry's latest manufacturing goals and what this means for future Galaxy devices.

    #Samsung #Exynos2600 #GalaxyS26 #SamsungFoundry #Semiconductor

    true-tech.net/samsung-foundry-