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Industry

Samsung foundry narrows losses with HBM4; profit turnaround still unclear

Samsung Electronics\' foundry business is expected to narrow losses in the third quarter as HBM memory volumes lift base-die output made on its logic process. The shift to HBM4 increases foundry-linked revenue within memory sales, and Samsung is also expanding turnkey deals that bundle memory, foundry and packaging for external customers. Kiwoom Securities forecasts the foundry and System LSI operating loss will shrink this year, while Samsung has said a return to profit could be possible soon.

Industry

Samsung Electro-Mechanics to expand Sejong FCBGA plant with 4.27 trillion won investment

Samsung Electro-Mechanics will invest 4.27 trillion won to increase production capacity for semiconductor substrates used in AI servers. The company said on Sept. 28 it confirmed a plan to expand its Sejong site, calling it its largest-ever investment for a single product. Equipment investment will run through May 2028, with new production lines set to begin operation and mass production in September 2028.

AI & Enterprise

KT Cloud begins building SGC Energy\'s Gunsan AI data centre using liquid cooling

KT Cloud said on Sept. 28 it will take part in SGC Energy’s AI data centre project in Gunsan, North Jeolla Province. The centre plans to start construction of a 60-megawatt first-phase modular facility by the end of this year and aims for full-scale operations in the first quarter of 2028. KT Cloud will act as a DBO partner and apply liquid-cooling design tailored for next-generation AI accelerators.