30%
Questionable
Samsung was previously reported to have a head start in mass producing its first 2nm GAA chipset, the Exynos 2600, back in late September, where the company’s yields were estimated at 50 percent. Given that the Korean giant recently unveiled its upcoming SoC by showcasing its first trailer, it was immediately assumed that the full-scale manufacturing was already underway. Unfortunately, that doesn’t appear to be the case, with an update mentioning that the Exynos 2600 is expected to enter the production block soon.
Samsung could be experimenting with higher yields to reduce defective Exynos 2600 units, as DRAM and NAND flash prices begin to increase
A tidbit from Korean outlet Money Today states that Exynos 2600 has yet to enter mass production, highlighting the potential challenges that Samsung may face with its 2nm GAA process. At the same time, we learn that the company is expected to commence production of its HBM4 memory in the second half of 2026, as it preps to meet demand for customers like NVIDIA.
Earlier this year, it was reported that Samsung aimed to stabilize its 2nm GAA yields in an effort to bring the figure up to 70 percent by the end of 2025, which would make it viable to secure orders from various customers. However, the company is already making a mark for itself in the advanced lithography sector because it has secured 2nm GAA orders from two Chinese cryptocurrency equipment manufacturers, not to mention inking a multi-billion-dollar deal with Tesla.
Furthermore, Samsung has published official performance and efficiency figures of its 2nm GAA node, which might not have been possible if the technology giant had not begun mass production. Also, the Galaxy S26 series is slated for a February 2026 launch, and since we’re in the month of December, we’re assuming that there will be an adequate supply of Exynos 2600 chipsets just waiting to power various models.
There is a minute possibility that Samsung has put the brakes on production as it attempts to improve yields. Remember, the higher the yields, the fewer defective Exynos 2600, resulting in lowered costs. Our personal take is that Samsung has already begun the mass manufacturing phase, but we’re looking forward to what readers think about the latest report.
News Source: Money Today
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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