NuAxiSemiconductor trade intelligence

RT NEWS: #HBM4 is giving #Samsung Foundry a boost: its base dies use Samsung’s logic process, helping drive revenue as securities firms forecast Foun...

What happened

TrendForce and securities firms forecast Samsung Foundry and System LSI losses to shrink 41.8% YoY in 2026, driven by HBM4 base die demand using Samsung's logic process. Bullish: Improved profitability outlook for Samsung Foundry.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

HBM4

Samsung ElectronicsSamsung Foundry

profitabilityforecastHBM4

Source and time

Source: TrendForce Official (Market Data) · 9/30/2026 · View original source

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RT NEWS: #HBM4 is giving #Samsung Foundry a boost: its base dies use Samsung’s logic process, helping drive revenue as securities firms forecast Foun...

What happened

Impact and signal

Affected components and suppliers

Source and time

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