Shulou(Shulou.com)11/24 Report--

According to the news on February 3, according to foreign media reports, Samsung Electronics, which covers consumer electronics, panels, storage and many other fields, is also an important foundry in the world, their market share is second only to TSMC, and the 3nm process also precedes TSMC. The previous 7nm, 5nm and other processes can basically keep up with the pace of SMC in mass production, and have long been contract manufacturers for Qualcomm, Nvidia and other manufacturers. Also used to make Apple's A-series chips.

Some securities companies estimate that Samsung's wafer foundry and system LSI business had revenue of about 29.93 trillion won (currently about 164.615 billion yuan) last year, and operating profit of 2.6 trillion won (currently about 14.3 billion yuan) to 3.5 trillion won (currently about 19.25 billion yuan). This means that the wafer foundry's operating profit exceeded 2 trillion won (currently about 11 billion yuan) last year.

Some analysts expect Samsung Electronics's semiconductor business to lose money this year due to deteriorating conditions in the memory chip market.

Foreign media also mentioned in the report that due to changes in the memory chip market, SK Hynix suffered a loss in the fourth quarter of last year, and Samsung's storage business revenue was also affected in the fourth quarter and the whole year, with a significant decline. In such a market environment, Samsung Electronics still has an excellent performance in the wafer foundry business, which is even more worthy of expectation.

For the performance of Samsung Electronics wafer foundry business this year, securities company insiders expect revenue to be the same as last year, but profits will increase.

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