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Samsung Electronics (005930 KS) is reportedly targeting 100% foundry utilisation in H2, driven by HBM4 base-die demand and rising 2nm AI/HPC orders, Chosun reports citing sources

StockNow breaking-news AI analysis

Samsung targets 100% foundry utilization and H2 profitability recovery through HBM4 and 2nm AI orders, though long-term success depends on raising 2nm yields above 70% to compete with TSMC.

News detail

Profitability could return as early as Q3 or Q4, although sustained improvement will depend on 2nm yields rising above 70% to secure large-scale customer orders.

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