Citrini analyst jukan: Samsung Foundry turns monthly profit in June for the first time since 2023

Odaily Planet Daily reported that Citrini analyst jukan stated on platform X that, according to Korean media reports, Samsung Foundry achieved a monthly profit in June for the first time since 2023. With the monthly profit turning positive in June, sources within Samsung believe the probability of the company shifting to profitability starting from the third quarter has increased. The production of HBM4 base dies using Samsung's 4-nanometer process is seen as a key factor driving this turnaround, while improved yield rates are also considered a major contributor to the positive monthly profit.

Industry sources estimate that the yield rate of Samsung's 4-nanometer process has risen to approximately 80%.