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Industry
Samsung foundry pins hopes on \'AI factory\' turnkey model to chase TSMC
Samsung Electronics is seeking a turnaround in its foundry business with an \"AI factory\" turnkey model that bundles memory, foundry and packaging. With TSMC\'s 3-nanometre utilisation near 100% and wafer price increases expected, some fabless chip designers are looking to reduce reliance on a single vendor. Samsung says demand for memory-and-foundry turnkey offerings is rising and that 2-nanometre contracts could become visible soon. The second half of the year will be a key test.
Industry
Samsung Electronics sees NAND, foundry join AI-driven profit engines
Samsung Electronics is seeing a shift in profit drivers in its memory business as NAND flash and its contract chipmaking unit gain traction on AI demand, following record quarterly results led by HBM and DRAM. The company says it has completed mass-production preparations for high-performance Gen6 NAND storage and received positive early customer feedback. It also says talks with multiple large AI HPC customers on its 2-nanometre process are active, with expectations of visible results soon.
Industry
Fadu posts 7.7 billion won Q1 operating profit, returns to profit
Fadu, a fabless semiconductor company specialising in data centre chips, reported preliminary first-quarter revenue of 59.5 billion won and operating profit of 7.7 billion won, it said on April 27. Revenue rose 210 percent from a year earlier and the company swung to an operating profit from a loss. Net profit came to 10.2 billion won, also returning to profit. Fadu cited a higher share of controller sales and rising AI data centre demand.
