Wire · operational-macro
Samsung Foundry Expects Profit Turnaround in Second Half, Boosted by HBM
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Fusion42 · 6 October 2026 · Fusion42 review
Samsung Foundry expects a profit turnaround in the second half of 2026, driven by high-bandwidth memory (HBM) production and improved utilization of advanced foundry processes. Samsung has secured major orders and aims to expand its high-performance computing (HPC) client base, with production of next-generation 2nm chips as a crucial milestone for sustainable profitability.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Samsung is turning losses into profits by ramping up advanced memory and foundry production, creating opportunity for chip startups to supply or partner as Samsung scales HBM4 and expands HPC clients. You must track Samsung’s 2nm progress closely as it will define the next phase of foundry competition.
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1 source · 5 Oct 2026
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