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Samsung Lands Secret 2nm Cloud Giant & Says Foundry Orders Set to More Than Double in 2026
During an earnings call, Samsung revealed it has secured significant deals related to its 2-nanometer chip manufacturing technology for cloud service providers and high-performance computing clients. The company expects to see more than a doubling of projects in 2026, driven by improved profitability from higher utilization and yield rates. Management expressed cautious optimism, focusing on the growth potential fueled by recent customer engagements and discussions with other industry players like Broadcom.
MonitorConfidence: HighMid term horizon
Published 30 Jul 2026, 16:20 UTC3 min read
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Summary
TL;DR
- Samsung secures new 2nm chip projects from major cloud service providers.
- Foundry orders expected to more than double in 2026 compared to last year.
- Management reports returning to profitability in foundry business.
- Customer design work is underway for 2nm manufactured products.
- Samsung discusses collaboration with Broadcom on memory and foundry technology.
Interesting facts
- Samsung's foundry business returned to monthly profitability as of June.
- The collaboration with Broadcom is estimated at $200 billion over five years.
- Samsung's growth in the foundry sector is reflected in significant year-over-year improvements.