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sams
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🚨 $SAMS FOUNDRY HITS FULL LOAD — PROFIT TURNING POINT ARRIVES! 📈
📊 Samsung Foundry's utilization curve is finally bending higher — from sub-50% on 4/5nm to near-full load by H2. That's not just an operational milestone; it's a margin inflection point. When fixed costs get absorbed by volume, profit follows like a tide coming back in. 🌊
💡 The real tell is where the orders are coming from: HBM4 base dies, US hyperscalers, and 2nm discussions with Qualcomm, AMD, Google, and Tesla. Samsung expects AI/HPC revenue share to triple from 10% to over 30%. That's a structural re-rating, not a one-quarter blip.
💬 The 2nm yield sits around 60% — the swing factor. Can they push past 70% and unlock the next wave of foundry dominance? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SAMS #Samsung #Foundry #AI #Semiconductors
📈 🔥
📊 Samsung Foundry's utilization curve is finally bending higher — from sub-50% on 4/5nm to near-full load by H2. That's not just an operational milestone; it's a margin inflection point. When fixed costs get absorbed by volume, profit follows like a tide coming back in. 🌊
💡 The real tell is where the orders are coming from: HBM4 base dies, US hyperscalers, and 2nm discussions with Qualcomm, AMD, Google, and Tesla. Samsung expects AI/HPC revenue share to triple from 10% to over 30%. That's a structural re-rating, not a one-quarter blip.
💬 The 2nm yield sits around 60% — the swing factor. Can they push past 70% and unlock the next wave of foundry dominance? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SAMS #Samsung #Foundry #AI #Semiconductors
📈 🔥
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