Samsung Foundry Wins Big US Cloud Customers as Memory Boom Continues

At a glance

Samsung Electronics' foundry division has signed a second straight quarter of deals with major US cloud providers. The chips are set to ship starting in 2028.

Key points

1. 1

   TSMC's most advanced production lines are nearly full, so big tech firms are looking for other options.

2. 2

   Samsung can supply both HBM4 memory and foundry chipmaking in one package.

3. 3

   Samsung's foundry business has been losing money, but analysts say it is close to turning a profit.

4. 4

   To prepare for 2028 shipments, the industry is rushing to secure production lines, including the Taylor plant in Texas.

Why it matters

As demand for AI chip manufacturing outpaces supply, the foundry market is shifting, which shows where Samsung's business is heading.