深潮TechFlow|Sep 29, 2026 01:53
[Samsung Electronics Expects Foundry Customers to Quadruple by 2029 Compared to 2017]
According to Deep Tide TechFlow on September 29, citing Yonhap News Agency, Samsung Electronics stated that it expects the number of customers for its semiconductor foundry business to increase to approximately four times the number in 2017, when the business was first established as an independent division, by 2029.
On September 29, Samsung Electronics Foundry Business Division executive Lu Meizhen said: 'The current number of customers has increased by about two times compared to 2017, when the foundry business was first established as an independent division, reaching approximately three times the number at that time. By 2029, the number of customers is expected to grow to about four times that of 2017.'
Samsung Electronics' foundry business plans to expand its current portfolio, which is primarily focused on mobile products, to include AI and high-performance computing (HPC) sectors. The proportion of HPC business, which accounted for only 5% in 2017, has now expanded to 28% and is expected to rise to 66% by 2029.
Lu Meizhen stated: 'By 2029, HPC customers are expected to account for more than half of the total customer base, and the revenue share of HPC is also projected to far exceed half.'
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