In order to catch up with TSMC, Samsung aims to turn its foundry business from losses to profits by 2027. Therefore, the company is actively accelerating the advancement of the 2nm GAA process and establishing long-term cooperative relationships with high-value customers.
Samsung’s wafer foundry department has continued to suffer losses since 2022. Although specific data has not been disclosed, the industry estimates that the department’s quarterly losses will be approximately 1 billion to 2 billion won (approximately 680 million to 1.36 billion U.S. dollars). Samsung insiders also revealed to Korean media "ETNews" that Samsung has "set a goal of achieving a market share of 20% (calculated in sales) by 2027." Since wafer foundry is an order-based production model, Samsung must purchase necessary equipment and materials in advance, so the company has formulated a two-year operating plan.
Currently, Samsung has signed a US$16.5 billion contract with Tesla, which is a major breakthrough for the company. In addition, the company is also focusing on the 2nm GAA process, which is currently used in its own Exynos 2600 chip and is expected to be equipped with the Galaxy S26 and S26 Plus released in February next year.
At the same time, Samsung has also provided Qualcomm Snapdragon 8 Elite Gen 5 chip samples for evaluation, so Qualcomm’s next generation Snapdragon 8 Elite Gen 6 and Gen 6 Pro are expected to use Samsung processes.
In order to increase profitability, Samsung also plans to increase the utilization rate of its Taylor plant (Taylor, Texas, USA). The factory currently produces mature processes from 14 nanometers to 65 nanometers, and ASML has formed a team to install EUV exposure equipment at the factory in preparation for the launch of mass production operations in 2026.
삼성전자 파운드리, 2027년 흑자전환 목표 수립 Samsung Aims To Make Its Foundry Business Profitable By 2027, With An Estimated Market Share Target Of 20% Based On Sales Further reading: The pace of AI expansion cannot stop! Microsoft and Google spend another $16.4 billion to build AI facilities in Europe TSMC’s salary is high and the pressure is high! The Internet wondered "Why not reduce salary to balance working hours and pressure?" Experts answered