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๐จ $SAMS FOUNDRY HITS FULL LOAD โ PROFIT TURNING POINT ARRIVES! ๐
๐ Samsung Foundry's utilization curve is finally bending higher โ 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. ๐
๐ก 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.
๐ฌ The 2nm yield sits around 60% โ the swing factor. Can they push past 70% and unlock the next wave of foundry dominance? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SAMS #Samsung #Foundry #AI #Semiconductors
๐ ๐ฅ
๐ Samsung Foundry's utilization curve is finally bending higher โ 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. ๐
๐ก 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.
๐ฌ The 2nm yield sits around 60% โ the swing factor. Can they push past 70% and unlock the next wave of foundry dominance? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SAMS #Samsung #Foundry #AI #Semiconductors
๐ ๐ฅ
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