金色财经|Oct 21, 2026 06:35
[Samsung Foundry: 4nm Capacity Maxed Out, 5nm Efforts to Attract Clients, 2nm Negotiation Progress Delayed]
According to a report by ChosunBiz on October 21, Samsung's 4nm and 5nm process yields are relatively stable. Due to a recent surge in customer orders, the 4nm process capacity of Samsung Electronics' foundry business is nearing saturation. The company is ramping up sales efforts to secure more clients for its 5nm process. It is reported that the 5nm process can also improve the utilization rate of existing production facilities. Industry insiders predict that the increased utilization of the 4nm process and new 5nm orders will contribute to the short-term performance improvement of Samsung's foundry operations.
In contrast, Samsung is still facing challenges in securing key clients for its next-generation flagship 2nm process. Samsung Electronics is negotiating semiconductor production contracts based on the 2nm process with major global technology companies, but progress in some negotiations has been delayed. Since cutting-edge processes require not only yield validation but also comprehensive verification of energy efficiency, intellectual property, and stable mass production capabilities, a considerable amount of time is needed from contract signing to mass production.
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