Samsung Foundry has achieved its first monthly profit in three years, after a long period of financial challenges and the loss of several major clients such as Nvidia and Qualcomm to TSMC.

The improvement followed Samsung securing a $16.5 billion chip manufacturing contract from Tesla earlier this year.

According to a new report, Samsung's chipmaking unit managed to turn a monthly profit in June 2026, driven by a significant increase in utilization rates for its 4nm production lines, higher output of core HBM chips, and improved yield rates in manufacturing processes.

HBM chips are a key component in modern AI processors; Samsung manufactures the logic base for these chips, which are then used by the company's memory divisions in DRAM and HBM products supplied to AI sector clients such as AMD, Google, and Nvidia.

Samsung quietly accelerates phone manufacturing automation.

Over the past few years, Samsung has suffered from declining yield rates, some customers shifting to competitors, and low utilization of its fabrication facilities. Analyst estimates indicate that the unit recorded cumulative operating losses of around 2.5 trillion won in 2023, 5.3 trillion won in 2024, and 6 trillion won in 2025.

Informed sources expect that potential new agreements with AI companies such as Anthropic and Meta could boost Samsung's profitability in the coming period, despite continued strong competition, especially with Intel Foundry entering the market as a new player and Apple's efforts to diversify its suppliers.

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