Samsung Foundry Capacity Utilization Surges to 100% Target

Samsung Foundry aims for full capacity in H2, driven by HBM4 and 2nm demand. Advanced process revenue share expected to exceed 50%, potentially ending losses by Q3.

Woofun AI reports that Samsung Electronics' Foundry division targets 100% capacity utilization in the second half of this year, aiming to reverse prolonged losses. Current utilization stands at 70%-80%, boosted by HBM4 base chip demand and rising 2nm orders from major U.S. tech firms.

The company anticipates advanced process revenue will surpass 50% this year, with AI and HPC business shares growing from 10% to over 30%. While 2nm yields are currently estimated at 60%, reaching above 70% is critical for securing large-scale orders. Analysts project a return to profitability as early as the third quarter.