POPA Recon[Blotter] Samsung Foundry turns a profit for the first time in June
[Blotter] Samsung Foundry turns a profit for the first time in June • Samsung Electronics's foundry division recorded a monthly surplus in June, achieving its first surplus in 2023. • It is analyzed that the expansion of HBM base die volume and the improvement of 4nano process yield contributed to profit recovery. • The surplus in June was not a one-off, but the result of continuous increase in operating rate and yield improvement, raising the possibility of a surplus in the third quarter as well. • Samsung Electronics has begun mass production of HBM4 and is strengthening relationships with…
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