Samsung expects that advanced process technologies will contribute to more than half of its foundry revenue this year, while AI and high-performance computing (HPC) applications will account for over 30%, up from 15% to 20% at the end of 2025. Due to tightening capacity at TSMC, Samsung has gained stronger pricing power. A person familiar with Samsung's operations said that the SF4 production line at Samsung's Pyeongtaek plant in South Korea has been running at full capacity since the end of la

Samsung expects that advanced process technologies will contribute to more than half of its foundry revenue this year, while AI and high-performance computing (HPC) applications will account for over 30%, up from 15% to 20% at the end of 2025. Due to tightening capacity at TSMC, Samsung has gained stronger pricing power. A person familiar with Samsung's operations said that the SF4 production line at Samsung's Pyeongtaek plant in South Korea has been running at full capacity since the end of la

智通财经2026/08/19 09:01

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Samsung expects that advanced process technology will contribute to more than half of its foundry business revenue this year, while AI and high-performance computing (HPC) applications will account for over 30%, up from 15% to 20% at the end of 2025. Due to the tightening capacity of TSMC, Samsung has gained stronger price negotiation power. A person familiar with Samsung's operations stated that the SF4 production line at Samsung’s Pyeongtaek factory in South Korea has been running at full capacity since the end of last year.

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