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DigiTimes
Samsung Foundry nears full utilization, but 2nm yields remain a hurdle
Samsung Electronics' contract chipmaking division is projected to near full capacity utilization by the second half of 2026, an encouraging development following a long period of underuse that has adversely affected its profitability. However, Samsung continues to face significant challenges with the yields of its 2nm process technology, raising questions about its readiness for more advanced production techniques. As chipmakers prepare for increasing demand, the potential for memory shortages to shift into surplus by 2028 complicates market dynamics.
MonitorConfidence: MediumMid term horizon
Published 4 Aug 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Samsung Foundry could achieve full utilization by H2 2026.
- Current 2nm technology faces yield challenges.
- Past underutilization negatively impacted earnings.
- Memory surplus anticipated by 2028.
- Chipmakers are increasing production capacity.
Interesting facts
- Samsung's full utilization could mark a recovery for its foundry business.
- The dynamics of memory supply and demand could shift dramatically by 2028.
Coverage gaps
- Exact yields for the 2nm technology not disclosed.