Samsung expects that advanced manufacturing processes will contribute more than half of the revenue from the foundry business this year, while AI and high-performance computing applications will account for more than 30%, up from 15% to 20% at the end of 2025. As TSMC's production capacity is tightening, Samsung has gained stronger price negotiation capabilities. A person familiar with Samsung's operations said that Samsung's SF4 production line at its Pyeongtaek plant in South Korea has been operating at full capacity since the end of last year.

Samsung expects that advanced manufacturing processes will contribute more than half of the revenue from the foundry business this year, while AI and high-performance computing applications will account for more than 30%, up from 15% to 20% at the end of 2025. As TSMC's production capacity is tightening, Samsung has gained stronger price negotiation capabilities. A person familiar with Samsung's operations said that Samsung's SF4 production line at its Pyeongtaek plant in South Korea has been operating at full capacity since the end of last year.