Introduction
Samsung plans to start making its new 2nm Exynos 2600 chip in November 2025. This could help Samsung catch up to TSMC, the top chip maker. The chip uses new Gate-All-Around (GAA) technology, and Samsung’s new leader, Han Jinman, is working to fix problems in the chip-making division.
Now, the big question is: can Samsung solve its issues and become a strong competitor again?
Samsung vs. TSMC – The Chipmaking Chase
TSMC dominates the global chipmaking industry, powering devices from Apple to Nvidia with cutting-edge process nodes. Samsung, while strong in memory and displays, has struggled to match TSMC’s foundry performance—especially with its in-house Exynos chips, which have faced performance and efficiency issues.
However, Samsung is doubling down with major investments in advanced nodes and partnerships like AMD-powered Exynos GPUs. As the chip race heats up and global supply chains shift, Samsung hopes a revived Exynos lineup can help it challenge TSMC’s dominance.
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Timeline & Production Plans: The Road to 2nm
Samsung plans to start making the Exynos 2600 chip in large amounts by November 2025. They want to use this chip in the Galaxy S26 phones, which will come out in early 2026.
This is a big step because Samsung had problems making chips with the older 3nm technology but is doing better with the new 2nm technology.
Samsung is using a new technology called GAA (Gate All Around) for the chip. This technology helps the chip work faster, use less power, and be smaller.
At first, Samsung could only make 20-30% of the chips without defects, but now they have improved this to over 40%.
However, Samsung still faces strong competition from TSMC, another chip maker. TSMC can make about 60% of their 2nm chips without defects and aims to reach 70-80%, which is needed for cheap mass production. Samsung needs to keep improving to catch up with TSMC
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Can Samsung Compete with TSMC Using Exynos?
In short: Not yet—but it’s trying.
Samsung’s Exynos chips still lag behind in performance, efficiency, and market adoption compared to chips made by TSMC for giants like Apple and Nvidia.
While Samsung is investing heavily in advanced nodes and improving Exynos with AMD graphics tech, it hasn’t closed the gap yet.
Unless Samsung significantly boosts chip yields and performance, TSMC remains far ahead in both foundry technology and customer trust.
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Leadership & Strategic Shifts: Han Jinman’s Vision
Han Jinman became the head of Samsung’s foundry division and quickly made big changes.
In just four months, he improved production efficiency, updated business plans, and upgraded Samsung’s 2nm chip technology.
Han also focused on reaching more customers in North America, China, India, and Europe. He worked to secure orders for older chip technologies to lower costs and stay competitive.
This approach is important because Samsung’s market share dropped to 8.1% in late 2024, while rival TSMC held 67.1%.
The Power of GAA Technology
Samsung’s Gate-All-Around (GAA) technology in the Exynos 2600 chip design is different from older FinFET designs because it controls current flow more effectively, making chips faster and less power-hungry.
Here are the main benefits:
- Chips can perform 30% better.
- They use up to 50% less power.
- Their size is reduced by 35%, allowing smaller designs.
These improvements could make the Exynos 2600 revolutionary for mobile devices and other high-performance applications.
Conclusion
Samsung is working hard to make a lot of the new Exynos 2600 chip. This is not just about new technology; it shows Samsung wants to compete with TSMC, the top chip maker.
Samsung improved how many good chips it can make, changed some leaders, and used new GAA technology. These steps help Samsung try to come back strong.
But Samsung’s success depends on making as many good chips as TSMC and getting important customers.
The Exynos 2600 might be a big chance for Samsung, but only time will show if it can help Samsung become a top chip maker again. In this tough race, every tiny detail matters.
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