Overview
- Three-day global strategy sessions are underway through Thursday, chaired by co-CEOs Roh Tae-moon and Jun Young-hyun after a November leadership reshuffle.
- Executive Chairman Lee Jae-yong returned from U.S. meetings with Tesla’s Elon Musk and AMD’s Lisa Su and will receive a separate internal briefing.
- Samsung targets 2026 2nm production at its $37 billion Taylor, Texas fab, anchored by a $16.5 billion contract to manufacture Tesla’s AI6 chips.
- Nvidia has not yet certified Samsung’s HBM4 while SK hynix has begun supplying, and KB Securities reports Samsung plans to allocate 60% of 2026 HBM output to ASIC clients.
- Exynos 2600 yield constraints may limit its presence in the Galaxy S26 lineup, as Samsung prepares AI-focused TVs and robot vacuums for a CES debut in January.