Story thread · 2 reports / 1 sources

Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

digitimes.com · 11dShare

The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single number. It was the shape of the customer list: cloud service providers, AI/HPC designers, an LPU maker ramping at 4nm, and talks with Broadcom. This is not the mobile-centric foundry business Samsung has run for a decade. It is the profile of a fab catching overflow from a leading-edge market that has run out of capacity.

First report: Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term' — digitimes.com, 12d