Citrini analyst jukan: Samsung Foundry achieved monthly profitability in June, the first time since 2023
According to Odaily, Citrini analyst Jukan posted on X that, according to Korean media reports, Samsung Foundry achieved monthly profitability in June, marking the first time since 2023. With June’s monthly profit turning positive, it is reportedly believed within Samsung that the likelihood of a turnaround in profitability starting from the third quarter has increased. The use of Samsung's 4nm process for HBM4 base dies is considered a key factor driving the turnaround, and improved yield is also seen as a main factor supporting the return to monthly profitability.
Industry sources estimate that the yield rate of Samsung's 4nm process has risen to around 80%.
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