Samsung Foundry Backlog Hits $32.7 Billion as Meta and Anthropic Explore 2nm Chips
Samsung Foundry’s order backlog has reportedly risen to 50 trillion won ($32.7 billion), reflecting growing demand from AI chip designers including Meta and Anthropic. The foundry division, which manufactures semiconductors for other companies, returned to monthly profitability in June for the first time since 2023, according to Korean media reports citing internal targets.
The turnaround aligns with Samsung’s strategy to win larger custom-chip programs from clients increasingly looking to diversify away from industry leader TSMC. Meta is exploring Samsung’s 2-nanometer process for its Meta AI Training Infrastructure chips, while model developer Anthropic has also expressed interest in the advanced node. The foundry secured its initial backlog after winning chip orders from Tesla last year and Groq for inference processors. Samsung officials said negotiations remain preliminary, but company management expects to post full quarterly operating profits starting in the third quarter, driven by expanded production of high-bandwidth memory chips and improved yields on its 4-nanometer process.
From the sources (10 posts)
@jukan05Korean media reported that Kim Yong-kwan, President and Head of Business Strategy at Samsung Electronics’ Device Solutions division, said during a DS division management town hall meeting on July 3 that this year’s operating profit is expec
@jukan05According to Korean media reports, Samsung Foundry turned profitable on a monthly basis in June. This marks the first time since 2023. With monthly profit turning positive in June, Samsung internally is reportedly seeing a higher likelihoo
@zephyr_z9"Industry sources estimate that Samsung’s 4nm process yield has improved to around 80%." Impressive
@photoncapSamsung Foundry successfully turned a monthly profit in June. This is a highly noteworthy event, marking the first time since 2023 that this has happened. In particular, I am paying close attention to Samsung Electronics, which possesses c
@jukan05
@semiconductorsxSamsung Foundry just turned profitable in June 2026 for the first time since 2023. Korean media reports monthly turnaround driven by expanded HBM4 base die production on the 4nm process and yields reaching ~80 percent. This has boosted lin
@dnystedtRT @jukan05: According to Korean media reports, Samsung Foundry turned profitable on a monthly basis in June. This marks the first time sin…
@dnystedtTSMC Challenger? Samsung Foundry’s order backlog has reportedly risen to ₩50 trillion won (US$32.7B) after securing chip orders from Tesla last year and more recently, interest from Meta and Anthropic, media report. Meta is said to seek Sam
@egarciagarciaSamsung challenges TSMC ➡️order backlog has reportedly risen to $32.7B ➡️chip orders from Tesla last year and more recently, interest from Meta and Anthropic ➡️Meta and Anthropic interested in 2 nm
@regardingsemiSamsung Electronics’ chip foundry order backlog has reached about $36 billion, with named customers including Tesla, Meta and Anthropic. The committed pipeline includes automotive and AI-related silicon programs, areas tied to leading-edge