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Samsung's 2nm Gamble, TSMC Revenue Surge & Intel's High-NA Leap
Audio is available on Spreaker — see link below.
Samsung begins mass production on the Exynos 2700, TSMC raises full-year 2026 guidance above 40% growth, and Intel moves High-NA EUV into real production — the 2nm race is running on three tracks at once. Today's briefing breaks down what each milestone means for investors and engineers tracking the AI hardware stack.
Audio is available on Spreaker — see link below.
Samsung has started mass production on the Exynos two thousand seven hundred, its second-generation two nanometre chip, and the architecture choice at the centre of it is worth paying close attention to. The Exynos two thousand seven hundred runs on Samsung's SF two P process, an enhanced version of the node used in the Exynos two thousand six hundred.
The architectural choice here is more than a spec sheet decision. Qualcomm runs a single prime core strategy.
While Samsung is ramping in Korea, TSMC is accelerating on its own two nanometre front. The N two node has reached three percent of TSMC's second quarter revenue, which came in at forty point two billion dollars.
There's a newer and less certain development worth flagging. TSMC is exploring a potential partnership with Elon Musk's Terafab project, a proposed one hundred and nineteen billion dollar chip manufacturing facility.
Intel's separate story this cycle is about manufacturing credibility. The company has moved High-NA EUV lithography beyond qualification and into production on selected Panther Lake processor layers, in collaboration with ASML.
Pulling back, the through-line across all of this is a two nanometre race running on two tracks simultaneously. Samsung is betting on dual prime performance.
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