Samsung foundry recovery gains pace, but 2nm and Taylor fab remain hurdles

Samsung Electronics' foundry recovery is accelerating on higher utilization, firmer pricing and stronger advanced-node demand. A sustained return to profit, however, hinges on 2nm yields and how quickly its Taylor fab in Texas ramps up.

• Higher utilization and advanced-node pricing are lifting Samsung's foundry earnings
• 2nm yields and the Texas Taylor fab ramp remain the main obstacles
• A sustained return to profit depends on 2nm progress