September 30 — Samsung Foundry executives outlined mid- to long-term plans at the 2026 Korea Advanced Week investor meeting, according to Yonhap. Since becoming an independent foundry business in 2017, its customer base has grown about 3x, with 5x growth by 2029 expected.
HPC revenue share keeps climbing, from 5% in 2017 to 28% today, projected to reach 66% by 2029 and become Samsung Foundry's core revenue driver.
On process and overseas expansion, Samsung plans mass production of its third-generation 2nm process SF2P+ in 2028, followed by the 1.4nm node SF1.4 in 2029. In the US, the first Texas fab is set to start production by end of 2026, with a second fab breaking ground in 2026 and mass production expected by 2030.
ICgoodFind: Samsung Foundry is pushing hard into HPC while advancing leading-edge nodes and US fabs to expand its global foundry customer base.
ICgoodFind Summary: Samsung Foundry's roadmap ties HPC growth to 2nm and 1.4nm nodes plus US capacity, a clear bid to win more advanced-node customers.
