Samsung Electronics' wafer foundry unit expects its customer count to reach
roughly four times the 2017 level by 2029, Yonhap reports. A foundry executive
said current customers are about three times 2017 levels and are forecast to
rise to roughly four times by 2029. The unit plans to shift its portfolio from
mobile toward AI and high-performance computing (HPC); HPC’s share of business
has risen from 5% in 2017 to 28% now and is projected to reach 66% by 2029. The
executive said HPC customers will account for more than half of total customers
and HPC will make up over half of revenue by 2029.
