Samsung Holds Back High NA EUV Production Rollout as Foundry Profitability Takes Priority
Samsung Electronics has installed two High-NA extreme ultraviolet lithography systems for its foundry business, but it is not yet putting the tools into mass-production lines. The decision reflects a cautious capital allocation stance rather than a clear technology bottleneck. According to the report, Samsung’s foundry unit is seen as one of the businesses most likely to return to profit as early as the fourth quarter this year after years of losses. Bringing expensive equipment fully online now would lift depreciation and operating costs, increasing fixed expenses at a sensitive point in the unit’s earnings recovery. At the same time, Samsung’s reported 2 nm yield has reached about 55%, close to the roughly 60% threshold that the industry commonly views as sufficient for stable mass production. That suggests the company’s hesitation is not mainly about process readiness for High NA EUV. Korean media said Samsung is keeping equipment spending to a minimum until the foundry business has a clearer path to sustainable profitability. The move shows a practical balance in the advanced-node race: the company has the technology and tools in place, but financial discipline is being treated as more urgent than accelerating the catch-up pace.








