NuAxiSemiconductor trade intelligence
RT NEWS: #Samsung’s comeback story may go beyond memory. Its foundry business may finally be turning a corner, with #2nm projects expected to more th...
What happened
According to a TrendForce repost, Samsung's foundry business may finally be turning a corner, but the claims are expectations/plans rather than achieved results: its 2nm projects are expected to more than double YoY in 2026; the second-gen 2nm Exynos 2700 is gearing up for mass production in 4Q; and a related report says Samsung's 8nm-and-below utilization is seen topping 100% in 2027. The source does not state the cause.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
2nm8nm-and-below
Samsungfoundry2nm8nm-and-belowExynos 2700utilization
Source and time
Source: TrendForce Official (Market Data) · 10/29/2026 · View original source
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