Samsung Electronics said Thursday on its conference call for first-quarter 2026 earnings that its foundry business is in active talks with multiple large artificial intelligence and high-performance computing customers on 2-nanometer cooperation, and that visible results with some customers are expected in the near term.
The company also said HBM4 base dies built on its 4-nanometer process are being recognized for strong performance, helping drive demand for 4-nanometer production. It added that it is actively reviewing ways to expand supply to meet that demand.
Samsung said it is also discussing adoption of 2- and 4-nanometer processes with multiple auto robotics customers in the Americas and Greater China. It said it is holding parallel commercialization talks with several major global customers related to silicon photonics, and plans to begin mass production of project assignments with a major optical communications module company starting in the second half of 2026.
* This article has been translated by AI.
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