Foundry Business

Samsung Electronics reported a robust semiconductor recovery in Q3 2025 with operating profit of KRW 12.2 trillion (US$8.6 billion), driven by its Device Solutions division and record-high memory revenue fueled by HBM3E and server SSD sales. This rebound, ending four quarters of decline, stems from strategic shifts, improved market dynamics, and growing AI chip demand. Samsung is mass-producing HBM3E and sampling HBM4, aiming for continued growth in the AI infrastructure market. Foundry business also improved, while System LSI faced challenges.

Intel reported a profitable third quarter, ending a six-quarter loss streak, driven by robust chip demand and U.S. government investment. Client computing revenue grew 5%, boosted by a stabilizing PC market and AI-enabled PCs. CEO Tan emphasized AI’s strategic importance. While the foundry business needs improvement, Intel is focused on advanced manufacturing and new AI-centric solutions. Legacy products also saw unexpected demand. CFO Zinser highlighted improved cash position and plans for deploying advanced nodes based on firm demand.