Samsung Foundry reportedly returned to monthly profitability in June, marking its first profitable month since 2023, according to Citrini analyst jukan, who cited Korean media reports on X. The update is being viewed as a notable development for Samsung’s foundry business, which has faced prolonged pressure in recent periods.
The report said that, following the June turnaround, Samsung internally sees a higher probability that its foundry business could enter a broader profit recovery starting in the third quarter. A key driver behind that shift is said to be production of HBM4 base dies using Samsung’s 4nm process.
Industry sources also estimate that Samsung’s 4nm yield has improved to around 80%, with yield gains described as one of the main reasons the business was able to move back into monthly profit. While no additional financial details were disclosed, the reported combination of stronger advanced-node execution and improving manufacturing efficiency is being watched closely by the market.
June marks a return to monthly profitability
According to Odaily, Citrini analyst jukan said in a post on X, citing Korean media, that Samsung Foundry recorded a monthly profit in June. The figure would mark the business unit’s first monthly profit since 2023. For a foundry operation that has been under pressure for an extended period, the reported return to positive monthly earnings is being interpreted as a meaningful operational signal.
Internal expectations for a third-quarter turnaround are rising
Following the move back into the black in June, the report said Samsung internally believes the likelihood of a broader profit turnaround beginning in the third quarter has increased. While the company has not publicly provided additional details in this report, the implication is that continued improvement in utilization, process performance, and customer mix could help support a more sustained recovery in the foundry business over the coming quarters.
HBM4 base die production and 4nm yield improvement seen as key supports
The report added that production of HBM4 base dies using Samsung’s 4nm process is viewed as one of the key factors behind the improving earnings picture. At the same time, industry sources estimate that Samsung’s 4nm process yield has risen to around 80%. That yield improvement is also being cited as a major reason the company was able to return to monthly profitability in June.
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