Samsung's 4nm production is nearly sold out, and some 8nm processes are nearing full capacity. Samsung's foundry services are beginning to selectively accept orders.
Related
Samsung's 4nm production capacity is basically sold out, and some 8nm capacity is operating at full capacity, with selective order taking already underway.
According to ChosunBiz, industry insiders revealed that Samsung Electronics' foundry division recently adjusted its supply strategy, prioritizing orders from existing customers while selectively accepting orders from new customers. Industry analysts point out that the explosive growth of the artificial intelligence market is fundamentally changing the demand structure of the foundry industry. Previously, demand for advanced manufacturing processes was mainly concentrated on smartphone application processors (APs), but has recently shifted to AI accelerator chips, application-specific integrated circuit (ASIC) chips, and high-performance computing (HPC) chips. Samsung's 4nm process capacity is essentially sold out, and even next year's capacity is already sold out, while some 8nm process capacity is operating at almost full capacity. (Cailian Press)
Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
Samsung plans to raise DRAM prices by 20% in the third quarter and has already notified some customers verbally.
According to Mars Finance, on July 4th, news broke yesterday that Samsung Electronics plans to raise the average selling price of DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter. An executive from a consumer electronics manufacturer confirmed, "This is true." They stated that Samsung had been in talks with them in June and they had received verbal notification of the DRAM price increase. "The significant price increase in upstream components will be passed on to the final product price, which will curb some market demand. However, the overall price of consumer electronics products is not high now, so even with the price increase, it is not expected to significantly affect consumer purchasing decisions." Another industry veteran confirmed that the news of Samsung's planned 20% DRAM price increase in the third quarter is true, and Samsung has already notified some customers of the verbal price quote.
Xinge Microelectronics: With a full order book, the entire production line continues to operate at high capacity and full capacity.
Mars Finance reported on July 2nd that Xinge Microelectronics stated on its interactive platform that its Phase I and Phase II plants are currently operating at full capacity with coordinated production. The Phase II plant's capacity is steadily ramping up. The company is continuously improving its overall delivery capacity by optimizing production scheduling, securing long-lead-time core components in advance, and expanding its dedicated cleanroom production lines for the semiconductor industry, fully meeting downstream delivery demands. On the order book, benefiting from the expansion boom in AI servers, high-end substrates, and advanced packaging industries, the company has a full order backlog for high-end LDI, IC substrates, and advanced packaging direct-write equipment, with ample order visibility. (Science and Technology Treasure Broadcast)
Boway Alloy: Rubin microchannel liquid cooling material has been successfully validated and is awaiting mass production.
Mars Finance reports that Boway Alloy (601137.SH) released an investor relations activity record announcement. The company's liquid cooling materials in the AI server field mainly include two types of products: liquid cooling plate materials and liquid cooling power copper materials. Rubin microchannel liquid cooling materials have been successfully verified and are awaiting mass production. Liquid cooling plates use copper materials supplied by the company as the core raw material, with downstream manufacturers responsible for deep processing and forming. Liquid cooling power copper materials are mainly used in the power supply and distribution systems of high-power servers. (Cailian Press)
Samsung will release its preliminary Q2 financial results tomorrow: profits are expected to surge 18 times, with executives boasting that "one year's profits are equivalent to 40 years' worth."
According to BlockBeats, Samsung Electronics will release its preliminary Q2 2026 results on July 7th, while SK Hynix will list its ADRs on Nasdaq on July 10th. With these two major events for South Korea's semiconductor giants, the market is highly focused on the industry's health and the impact of AI chip demand on earnings. According to a compilation of forecasts from 30 analysts by the London Stock Exchange Group (LSEG), Samsung Electronics' Q2 operating profit is expected to be approximately 86 trillion won (about US$56.3 billion), with some brokerages predicting as high as 90 trillion won, representing a year-on-year increase of approximately 17-18 times, potentially marking its best quarterly performance in recent years. Prior to the preliminary earnings release, Samsung Electronics management has already released positive signals. Kim Yong-kwan, President of Business Strategy for Samsung Electronics Device Solutions (DS) division, stated at an internal all-hands meeting on July 3rd that the company's full-year 2026 operating profit is expected to meet market consensus expectations. Currently, the market generally expects Samsung Electronics' full-year operating profit to be approximately 300 trillion won (about US$200 billion), with improvements in AI servers, high-bandwidth memory (HBM), and wafer foundry business considered the main drivers of growth. Kim Yong-kwan also stated, "This year's profit will exceed the total cumulative profit of our 40 years in the semiconductor business." Industry insiders believe this is a rare instance of Samsung Electronics management proactively making a positive statement about the full-year profit outlook before officially disclosing the results, reflecting the company's strong confidence in the recovery of its AI-driven semiconductor business and its overall performance growth for the year. With the release of Samsung's financial report and the upcoming listing of SK Hynix's ADRs, the South Korean semiconductor sector will be entering its most important market observation window in the near future.