TECH NEWS – We’re talking about billions of dollars here, and compared to the results for 2025, the growth rate could be in the triple digits!
A senior researcher at Kiwoom Securities estimates that Samsung’s business results next year will be between 90 and 100 trillion won ($62-$69 billion). Several factors will influence the growth of the South Korean tech giant. Previously, it was reported that the company aims to make its foundry business profitable by 2027. This means increasing 2nm GAA yields is a priority for Samsung.
The first real test will be the performance of the Exynos 2600, the first chipset manufactured with the aforementioned lithography, after it appears in the Galaxy S26 product family. Park Yoo-ak gave the most aggressive forecast, stating that Samsung will generate 100 trillion won in operating profit next year and peak in 2026. According to the Korea Economic Daily, Park’s estimates are based on HBM4’s visible growth in market share and a 56% price increase for general-purpose DRAM.
Park also mentioned that Samsung’s revenues are expected to increase significantly due to rising NAND flash prices. Additionally, Samsung’s 2nm GAA process has received orders from two Chinese cryptocurrency mining equipment manufacturers and a lucrative $16.5 billion contract with Tesla, both of which are expected to improve its yield and help Samsung build a solid customer base. Samsung has also provided Qualcomm with samples of its 2nm GAA technology for evaluation, but the company’s role is likely to become even more prominent when the Snapdragon 8 Elite Gen 6 hits the market next year. Another researcher, Kim Dong-won of KB Securities, said that Samsung’s success is partly due to an increase in orders for Google TPUs.
Kim stated that the integration of Google Gemini, along with the increased memory supply and sales of Galaxy smartphones, is positively impacting Samsung’s operating profit. It is estimated to be 100 trillion won, which is a 129% increase from last year.
Source: WCCFTech, Korea Economic Daily, Newspim




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