Reports indicate Samsung is making progress with its 2nm SF2 process, potentially reversing the foundry's financial woes. Yields are reportedly stabilizing, paving the way for mass production of chips like the Exynos 2600. This chip is slated for the upcoming Galaxy S26 and S26+ phones. Analysts predict profitability by 2027.

This development comes after Samsung's foundry division experienced losses since 2022. Securing new deals, especially with major players like Qualcomm, is critical to its recovery. The company is also seeing heightened operating rates in its 4-8nm processes. Success in advanced nodes like SF2 is key to attracting customers.

Qualcomm is a long-standing Samsung customer, and securing their business would be a major win. The report also mentions AMD as a potential client for the 2nm process. Samsung's proprietary HPB technology is also gaining traction. With its 2nm process stabilizing, Samsung is poised to challenge competitors.