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According to Korean media reports, Samsung Foundry turned profitable on a monthly basis in June. This marks the first time since 2023.
With monthly profit turning positive in June, Samsung internally is reportedly seeing a higher likelihood of a turnaround to profitability starting in the third quarter.
In particular, the fact that HBM4 base dies are produced on Samsung’s 4nm process is being cited as a key driver behind the turnaround.
Yield improvement is also seen as a major factor supporting the monthly profit swing. Industry sources estimate that Samsung’s 4nm process yield has improved to around 80%.