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TSMC's Record Quarter, CXMT's DRAM Push & Qualcomm's Structural Cuts
Audio is available on Spreaker — see link below.
Samsung leans on Exynos to rescue its 2nm foundry business while TSMC posts a 68% profit surge and raises 2026 guidance to 44% growth. Plus: China's CXMT targets server DRAM, and Qualcomm confirms layoffs as smartphone demand stalls.
Audio is available on Spreaker — see link below.
Samsung has confirmed what the industry suspected: Big Tech customers are pulling back from its two nanometer node, and the company is now leaning on its own Exynos chip to hold the line. That's the sharpest signal in today's briefing.
While two nanometer waits, Samsung's four nanometer lines are running at peak capacity. That's not a consolation prize.
On capacity expansion, TSMC moved up the mass production timeline for its second Arizona wafer fab to the third quarter of twenty twenty-seven, ahead of the original schedule. A further three nanometer expansion in Tainan is planned for the first half of twenty twenty-eight.
Shift to memory, and the competitive picture gets sharper. China Memory Technology, known as CXMT, is targeting a four F square server DRAM launch before the end of twenty twenty-six.
Qualcomm's CEO confirmed global layoffs framed around building a stronger performance culture. The subtext is structural.
Two things to watch closely from here. First, whether Exynos two-seven-zero-zero's thermal performance in mass production matches the twenty-five percent power reduction target.
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