Samsung shrinks foundry losses 42% on surging HBM demand

Samsung’s advanced-memory (HBM) business has sharply reduced its foundry losses, which analysts estimate fell by 41.8% in the past year. Growing demand for HBM4, driven by AI, boosted Samsung’s chip-plant utilization and pushed annual losses from $5.1 billion to $2.95 billion. The company’s own manufacturing of a crucial chip component, as well as its ability to combine memory, foundry, and packaging, helped turn things around for now.

• Annual foundry losses dropped from $5.1B to $2.95B
• HBM4 memory demand fueled by rapid AI growth
• Samsung manufactures critical HBM4 component in-house
• Advanced chip plant usage hit maximum capacity
• End-to-end chip solutions attracted major AI partners