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Samsung Foundry targets $1.3 billion profit in 2025 fueled by Tesla 2nm orders and HBM4 logic dies
Tuesday, February 10, 2026 at 03:02 AM
Samsung Electronics' foundry division aims for over $1.3 billion in operating profit next year, marking a potential return to profitability after five years. The target is driven by 2nm mass production of Tesla AI5 and AI6 chips at the Taylor, Texas fab, alongside increased Exynos volumes. The division is also seeing higher utilization in mature 4-8nm nodes for HBM4 logic dies and chips for xAI, IBM, and Nintendo, while positioning for potential orders from Qualcomm and AMD due to stabilized yields and TSMC capacity constraints.
Context
Samsung Electronics is targeting a major turnaround for its foundry division, aiming for a $1.3 billion operating profit in 2025 after five years of losses. This recovery is anchored by the stabilization of its 2nm process, which has secured high-profile orders for Tesla’s AI5 and AI6 chips to power autonomous systems. With mass production slated for its Taylor, Texas fab next year, Samsung is positioning itself as the primary manufacturing alternative to TSMC for next-generation AI silicon.
The profitability surge is further supported by increased demand for HBM4 logic dies and expanding orders from IBM, Nvidia-backed xAI, and Qualcomm. As TSMC remains capacity-constrained, Samsung is capturing spillover demand while ramping up Exynos volumes for its own mobile division. By integrating logic die production with its leading memory business, the company expects to reach full-year profitability through a diversified, high-utilization ecosystem across both advanced and mature nodes.
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