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Citrini analyst Jukan: Samsung Foundry achieved monthly profitability in June, the first time since 2023.
Odaily Planet Daily News: According to a post on platform X by Citrini analyst jukan, South Korean media reported that Samsung Foundry achieved monthly profitability in June, the first time since 2023. With the monthly profit turning positive in June, it is reportedly believed within Samsung that the likelihood of realizing a profitability turnaround starting in the third quarter has increased. The production of HBM4 base dies using Samsung's 4nm process is seen as a key factor driving the turnaround, and yield improvement is also considered a major factor supporting the positive monthly profit.
Industry sources estimate that Samsung's 4nm process yield has improved to about 80%.