Samsung expects advanced-process manufacturing to contribute more than half of
wafer foundry revenue this year, with AI and high-performance computing
workloads accounting for over 30%, higher than the 15–20% at end-2025. Tighter
TSMC capacity has strengthened Samsung’s pricing leverage, and a source familiar
with operations said the SF4 production line at its Pyeongtaek plant has run at
full capacity since late last year.
