Woofun AI reports that Samsung Foundry achieved monthly profitability in June, marking the first instance since 2023. Industry insiders indicate that this positive shift increases the probability of a broader profitability turnaround beginning in the third quarter.

The production of HBM4 base dies utilizing Samsung's 4nm process is cited as a primary driver of this recovery.

Additionally, yield rate improvements are considered a major supporting factor, with industry sources estimating the 4nm process yield has reached approximately 80%.