Samsung Electronics' foundry business returned to monthly profit in June, marking its first such performance in three years.

Samsung Electronics’ Foundry Business Division achieved monthly profitability in June this year, marking its first monthly profit since 2023. Industry analysts attribute this turnaround to rising orders for high-bandwidth memory (HBM) base chips and improved yield rates for advanced processes, which reduced fixed cost burdens and drove a recovery in profitability. Based on current trends, Samsung’s foundry business is expected to return to quarterly profitability in the third quarter. While overall second-quarter results remain weighed down by losses in April and May, making it difficult to confirm the entire quarter turned profitable, Samsung’s internal teams widely hold that the likelihood of achieving quarterly profitability in Q3 has risen significantly following June’s monthly profit. Analysts note this is the Foundry Business Division’s first monthly profit since 2023. Over the past years, the division has long operated at a loss, due to multiple factors including low yield rates for advanced processes, loss of major clients, and insufficient capacity utilization.