Samsung Foundry is Samsung's semiconductor chip production division responsible for producing components such as processor chips, storage and memory not only for the company, but also for other companies, such as NVIDIA and Qualcomm, which have used their services in the past.
However, before the explosion of demand for components to power AI data centers, Samsung Foundry showed capacity utilization of only around 50 percent, and that was also at a time when Samsung was producing components for its own products.
Now, with the increasing demand for memory and storage, especially from AI companies, Samsung Foundry's production capacity utilization has increased to 80 percent all-time this quarter, especially for the production of HBM4 memory manufactured using the 4nm process.
The two factories that are said to be producing the most semiconductor chip components so far are Pyeongtaek Campus P2 and Campus P3.
The advantage for Samsung is that while major companies are now all focusing on the production of semiconductor components using the 3nm process and above, Samsung is one of the companies that still has the capacity to produce semiconductor chip components with the 4, 5 and 7nm processes which are now seen as technologically mature.
Meanwhile, Samsung's high revenue this quarter is also thanks to customers such as Tesla, where Samsung is manufacturing the Tesla AI5 automotive chip and also the image sensor for the camera of the upcoming Apple iPhone device.
