Samsung Foundry Reportedly Targets 100% Capacity Utilization in H2, Expected to Return to Profit in Q3

According to industry sources cited in media reports, Samsung Electronics' foundry division is currently operating at roughly 70% to 80% capacity utilization. Driven by demand from major U.S. tech companies for high-bandwidth memory (HBM) base dies and advanced products, and given the current order backlog and contract progress, the division has set a target of achieving 100% capacity utilization in the second half of this year. It is widely believed that the goal is highly achievable, which would mark a turning point for the division's prolonged loss-making streak. The foundry division is expected to return to profitability as early as the third quarter.