Report of Industry Internal Institutions, Samsung will start mass production of Ecinos 2600 this month. According to the Dastan Securities, it is the first chip set on its 2NM GAA node (all around the gate) and will be used in the next Galaxy S26 series, including the flagship Galaxy S26 ultra.
Using the Galaxy Z Philip 7, Samsung helped reduce costs in its mobile division, while also developed its LSI division (this is the distribution that makes acneos chips). The purpose is to do the same with the Ecinos 2600 and the Galaxy S26 series.
Earlier this year, the head of the Samsung LSI said the company was “preparing carefully” the new chip set and expecting “good results”. 2600 will use the new heat pass block element, which will help relieve the heat over the silicon.
Ecinos 2600 has been spotted twice on the Gack Bench, with the recent score appearing to be very promising. The X -Clepes 960 GPU has also been marked and it could defeat the Qualcomm KGPU in Snapdragon 8 Elite General 5.
The Galaxy S26 series depends on the success of Exxinos 2600 more than the fate of the series – if it proves solid chip, it will encourage external consumers to order from Samsung foundries (especially now now raising TSMC prices).
Industry insiders expect that the likes of Nintendo, Tesla and Wellins will further promote the Samsung foundry business. In the case of Nintendo, the switch 2 is designed by NVIDIA and is manufactured on an old 8NM Samsung node. Earlier this year, Tesla and Samsung signed a $ 16.5 billion deal for next generation AI chips.
Dashes securities predict that Samsung’s device solutions division – which includes LSI, foundry and memory chip businesses – will report KRW 5 trillion operating profit (which is $ 3.6 billion) for Q3. The memory chip side is heavy lifting here with the KRW 6.3 trillion in the operating profit, while the foundry business is expected to report the loss of KRW 1.3 trillion. It is half like being lost in Q2, but to go to profit is still a long journey.
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