Wire · operational-macro
[News] Samsung Foundry Loss Reportedly Seen Shrinking 42% YoY in 2026 as HBM4 ...
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Fusion42 · 30 September 2026 · Fusion42 review
Samsung Foundry is expected to reduce its losses by 42% year-on-year in 2026, driven by rising demand for HBM4 base dies produced on its 4nm process. External contracts, especially a strategic partnership with Broadcom and new 2nm projects with cloud and AI customers, are key to further growth and improved pricing power for Samsung's foundry business.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 22 Sep 2026 and 30 Sep 2026.
◆ ◆ The Wire takeaway
Samsung's foundry losses are shrinking as HBM4 sales improve revenue and pricing power. You in chip design or AI hardware should watch their growing external contracts since abandoned volume from low-cost deals is turning into premium 4nm and 2nm orders.
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3 sources · first reported 22 Sep 2026 · latest 30 Sep 2026
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