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Hot Memory Demand Pushes Samsung’s Chip Making Business To Profitability – Report

TL;DR AI

Key summary

2 min read
  1. Samsung Foundry’s 4nm process is reportedly drawing strong orders from global customers, helped by stable yields and HBM4-related demand.

  2. Some orders may now extend into 2027, suggesting longer-term confidence in Samsung’s advanced manufacturing.

  3. The foundry business could turn profitable in the second half of the year if demand and execution stay on track.

  4. Rising traction at Samsung also underscores intensifying competition in AI chip manufacturing and memory supply.

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