NuAxiSemiconductor trade intelligence

Samsung Foundry Utilization Jumps to 80% This Quarter

What happened

Samsung Foundry utilization surged to 80% this quarter, driven by strong demand for HBM4 base dies on 4nm nodes. This recovery follows years of low utilization, specifically at the Pyeongtaek P2 and P3 campuses. Bullish signal for 4nm/5nm/7nm supply and HBM4 availability.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

HBM4Logic (4nm/5nm/7nm)

Samsung Electronics

shortagecapacityhbmfoundry

Source and time

Source: TechPowerUp · 2/23/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Die; Said to Win OpenAI DealTrendForce · 3/19/2026
👀 After its HBM4 yield reportedly hit 80%, Samsung is already looking ahead. It is reportedly weighing a shift of NRD-K Line 2 from R&D to foundry ...TrendForce Official (Market Data) · 8/14/2026
Samsung HBM4 yield nears 80% in push to rival SK HynixDigiTimes Asia · 8/11/2026
Could #Samsung finally close the gap with #SKhynix in the #HBM race? With #HBM4 yields reportedly hitting 80%, the second half could be a game changer...TrendForce Official (Market Data) · 8/9/2026
[News] Samsung Sees 3Q26 Operating Profit Soaring 783% to Record KRW 107.4 Trillion on HBM4, Memory Price GainsTrendForce · 10/7/2026
Samsung reportedly seeks more than triple HBM prices for 2027 as HBM4 rampsDigiTimes Asia · 10/4/2026

Samsung Foundry Utilization Jumps to 80% This Quarter

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings