Samsung Will Financially Benefit From The DRAM Shortage, But A Semiconductor Expert Believes That This Isn’t Sufficient To Compete With TSMC In The Foundry Business

Memory manufacturers such as Samsung and SK hynix are enjoying lucrative earnings thanks to the DRAM shortage, with the Korean titan’s estimated operating profit reaching $73 billion in 2026, but when it comes to boosting the profitability of its entire foundry division, that’s another story. Sure, the company has made progress by announcing the world’s first 2nm GAA chipset, the Exynos 2600, but experts strongly believe that additional effort from Samsung’s end is required if it wants to compete with TSMC. Increasing its profitability can only come from the market situation and not from Samsung’s own competitiveness, says an expert,…