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[QUOTE="Queen, post: 85369, member: 27"]
Samsung foundry smells blood as 2nm yields calm down and big clients circle, betting 2026 flips losses into leverage.

Who is chasing relevance fast
[LIST]
[*]Samsung wants its foundry back in the game.
[*]Clients are stacking inquiries behind the scenes.
[*]The bet hinges on process stability.
[/LIST]
What changed inside the fabs
[LIST]
[*]2nm GAA yields reportedly stopped wobbling.
[*]Profitable 4nm and 8nm lines carry weight.
[*]Losses from 2025 look reversible.
[/LIST]
Why rivals feel the pressure
[LIST]
[*]TSMC capacity is getting tight.
[*]Customers want fallback options.
[*]Samsung looks less risky than before.
[/LIST]
Who might place big orders
[LIST]
[*]Qualcomm is watching closely.
[*]AMD already showed interest.
[*]Design timelines influence commitment.
[/LIST]
Where the gamble concentrates
[LIST]
[*]The Taylor plant anchors the strategy.
[*]Billions already sunk into the site.
[*]EUV testing shifts focus toward 2nm.
[/LIST]
When money could flip direction
[LIST]
[*]Losses hit 7 trillion won in 2025.
[*]Analysts eye profit territory in 2027.
[*]Operating recovery is expected next year.
[/LIST]
How analysts frame the outlook
[LIST]
[*]KB Securities sees a turnaround.
[*]Improved yields drive confidence.
[*]Utilization rates matter more than hype.
[/LIST]
[/QUOTE]

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