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Outlook for Samsung Electronics' wafer foundry business: The second generation of 3nm is about to enter mass production

Author: First Tech2024-08-12 15:49:08

At the latest earnings conference, Samsung Electronics' senior management team expressed optimism about the company's wafer foundry business. According to the financial report, Samsung's wafer foundry business saw an improvement in profitability in the previous quarter, and the outlook for the future is also positive. With the recovery of market demand in the second half of the year, especially the continuous growth in the fields of artificial intelligence (AI) and high-speed computing (HPC) applications, it is expected that Samsung's wafer foundry revenue growth rate for the whole year will exceed the industry average.

Samsung Electronics has clearly stated that it is expected to see a rebound in demand for action in the second half of the year. With the gradual recovery of global use of smartphones and wearable devices, consumer demand is gradually recovering. In addition, the rapid development of AI technology and the continuous expansion of HPC applications have brought new development opportunities to the wafer foundry industry. Samsung is actively seizing this opportunity to meet market demand by improving its technological level and production capacity.

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Samsung's core competitiveness in the field of wafer foundry lies in its continuous innovation of advanced process technology. The company stated that the second-generation 3-nanometer GAA (ring gate field-effect transistor) technology will be fully mass-produced in the second half of the year. Compared with previous process technologies, the 3-nanometer GAA technology has significantly improved performance and energy efficiency, especially suitable for high-performance computing and smartphone fields.

The maturity of this technology not only demonstrates Samsung's technological strength in the semiconductor field, but also provides its customers with more high-performance product choices. It is worth mentioning that the second-generation 3-nanometer GAA process will be first applied to wearable products, demonstrating Samsung's keen insight into market demand changes.

In the previous quarter, Samsung's wafer foundry business saw a significant improvement in profitability, reflecting its stable position in industry competition. At the same time, the company is constantly optimizing its production process and improving wafer yield to ensure a more stable product supply. This series of efforts not only enhances customer trust, but also lays a solid foundation for Samsung in future market competition.

With the continuous popularization of AI technology, the demand for high-performance computing in the market is also increasing. Samsung Electronics mentioned in its financial report that AI and HPC applications will be important factors driving the growth of its wafer foundry business. The company plans to increase its research and development investment in related fields in order to occupy a favorable position in the future market. By providing powerful computing power and better performance, Samsung's wafer foundry business will be able to meet customers' demand for high-tech products.

Against the backdrop of increasingly fierce competition in the global semiconductor industry, Samsung Electronics has successfully achieved profitability improvement in its wafer foundry business through technological innovation and market demand analysis. Looking ahead to the second half of the year, with the recovery of mobile demand and the surge in AI and HPC demand, Samsung's wafer foundry business is expected to usher in a new growth peak. With its advanced process technology and good market adaptability, Samsung will continue to maintain its leading position in this important field, driving sustained growth in the company's overall performance.

Fushite Technology focuses on the field of power devices, providing customers with power devices such as IGBT and IPM modules, as well as MCU and touch chips. It is an electronic component supplier and solution provider with core technology.