Samsung expects advanced processes to contribute over half of foundry revenue this year, AI/HPC share above 30%

English summary

Samsung expects advanced processes to contribute more than half of its foundry revenue this year, with AI and high-performance computing (HPC) applications accounting for over 30%, up from 15%-20% at the end of 2025. Due to TSMC's tight capacity, Samsung has gained stronger pricing power, and its SF4 line at Pyeongtaek has been running at full capacity since late last year.