The AI Stack
Sign in
L1 · Silicon & Compute005930.KS

Samsung Foundry

Samsung Electronics' foundry division manufactures advanced semiconductors for fabless companies worldwide.

Updated April 2026

Overview

Segment
Semiconductor Foundries

Product overview

Samsung Foundry produces a wide range of process technologies from 180nm legacy nodes to cutting-edge 3nm GAA and 2nm, including specialty tech like RF, image sensors, and high-voltage for applications in mobile, automotive, AI, and HPC . Customers include Qualcomm, NVIDIA, Apple, Tesla, AMD, Intel, and emerging AI firms, serving both mature and advanced nodes . It differentiates from TSMC via Gate-All-Around FET leadership, U.S. Taylor fab for supply chain diversification, and integrated packaging solutions amid improving yields targeting profitability by 2027 . In Q2 2025, it held 7.3% global market share with $3.16B revenue, second to TSMC .

Revenue model

Pure-play foundry fees from wafer fabrication services across logic, memory base-dies (e.g., 4nm HBM), and specialty processes for external fabless customers; planning 10% price hikes on mature 4nm/8nm nodes due to high demand .

Moat

  • Scale Advantages
  • Proprietary Technology
  • Cost Advantages

Samsung Foundry's key competitive moat stems from its vertical integration within Samsung Electronics, enabling synchronized development, rapid innovation, and economies of scale across semiconductor divisions, alongside heavy investments in advanced processes like 2nm and 3nm for AI/HPC applications.