Samsung’s Foundry Business on the Cusp of a Breakthrough: Can They Secure Qualcomm Orders and Turn a Profit in 2026?
Samsung’s Foundry Business on the Cusp of a Breakthrough: Can They Secure Qualcomm Orders and Turn a Profit in 2026?
The year 2026 is shaping up to be a pivotal moment for Samsung and its foundry business, with a recent report suggesting that the company’s 2nm GAA yields are stabilising, paving the way for a potential profit next year. As orders from various customers continue to pile up, this sector could finally post a profit in 2026.
With TSMC’s capacity nearing its limit, numerous clients are turning to Samsung as a viable alternative, including the prominent chipset maker Qualcomm. As Samsung’s progress gains momentum, Qualcomm’s chances of successfully placing orders with its new foundry partner are increasing, a move that could have significant implications for the industry.
Samsung’s foundry business has experienced its fair share of setbacks, including suffering losses of 7 trillion won (approximately $4.85 billion) in 2025. However, with the company’s fortunes beginning to turn, 2026 could be the year that Samsung’s foundry business finally gains traction and achieves profitability.
The 2nm GAA technology is a key factor in Samsung’s foundry business, offering improved performance, power efficiency, and area scaling. As the company continues to refine this technology, it is likely to attract more clients, including Qualcomm, which is looking to diversify its supply chain and reduce its reliance on TSMC.
The potential partnership between Samsung and Qualcomm could have far-reaching consequences for the semiconductor industry, as it would provide a much-needed alternative to TSMC’s dominance. With Samsung’s foundry business on the cusp of a breakthrough, the company is poised to become a major player in the industry, and its ability to secure orders from Qualcomm could be the catalyst for its success.
As the demand for advanced semiconductor technology continues to grow, Samsung’s foundry business is well-positioned to capitalise on this trend. With its 2nm GAA technology and growing customer base, the company is likely to experience significant growth in the coming years, and its partnership with Qualcomm could be the key to unlocking its full potential.
The next few months will be crucial for Samsung’s foundry business, as the company looks to build on its momentum and secure orders from Qualcomm and other major clients. With its fortunes beginning to turn, Samsung is poised to become a major player in the semiconductor industry, and its success could have significant implications for the entire tech sector.
As Samsung’s foundry business continues to gain momentum, it is likely to attract more attention from investors and industry analysts. The company’s ability to secure orders from Qualcomm and other major clients will be closely watched, and its success could have a significant impact on the semiconductor industry as a whole.
The future of Samsung’s foundry business looks bright, with the company’s 2nm GAA technology and growing customer base providing a solid foundation for growth. As the demand for advanced semiconductor technology continues to grow, Samsung is well-positioned to capitalise on this trend and become a major player in the industry.
In conclusion, Samsung’s foundry business is on the cusp of a breakthrough, with the company’s 2nm GAA yields stabilising and orders from various customers piling up. As the company looks to build on its momentum and secure orders from Qualcomm and other major clients, it is likely to experience significant growth in the coming years, and its success could have significant implications for the entire tech sector.
