AlphAIAlphAI — Financial news for AI agents
digitaltoday.co.krSEP 282 min read$005930.KS

Samsung foundry narrows losses with HBM4; profit turnaround still unclear

Samsung Electronics' foundry business is expected to narrow losses in Q3, driven by HBM4 memory sales and turnkey contracts. Kiwoom Securities forecasts the operating loss to shrink to 3.92 trillion won this year. The company's foundry revenue growth is supported by HBM4 and Exynos 2800 sales, with external customer orders contributing to the improvement.

Original reporting
digitaltoday.co.kr
Published Sep 28, 2026, 10:30 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 28, 2026, 10:58 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
Samsung foundry narrows losses with HBM4; profit turnaround still unclear — source image
Source · digitaltoday.co.kr
Decision brief

The 30-second read

$005930.KSBullishMed
01

Why it matters

The new loss‑narrowing guidance could trigger a re‑rating of the stock and affect related semiconductor peers.

02

Market read

First public guidance on Samsung's foundry loss reduction, relevant for semiconductor and AI‑chip investors.

03

What to watch

Potential execution risk on external turnkey contracts and macro demand for AI chips.

Relevance 7/10Novelty 7/10Timing: pre‑quarter earnings season

Background

Samsung Electronics' foundry unit has been loss‑making; recent HBM4 volume growth and turnkey deals are aimed at turning the unit profitable.

Company-level read

Ticker impact

$005930.KSBullishHigh confidence
Context

Kiwoom forecasts Samsung Electronics' foundry loss to narrow to 777bn won in Q3, a new guidance update.

Expected impact

likely upward pressure as market prices in the loss reduction forecast

Evidence & confidence

The article provides the first public loss‑narrowing guidance for the quarter, a material update for investors.

Market effects

Sector

Improved foundry outlook may boost other Korean semiconductor suppliers and AI‑chip makers.

Regional

Positive for South Korean tech sector and broader Asian equity markets.

Global

May influence global memory and AI‑chip supply chain expectations.

Counterpoint

What could challenge this read

If HBM4 demand stalls, the loss narrowing could be temporary and the stock may face downside.

Key entities

  • company
    Samsung Electronics

    Korean conglomerate with memory and foundry businesses.

  • analyst
    Kiwoom Securities

    Research firm providing the loss‑narrowing forecast.

  • company
    Broadcom

    Partner in HBM4 supply agreement.

Read at source← All news

Related articles

SEP 28
$005930.KSHigh

Samsung shares slide on last day to lock in record dividend

Samsung Electronics shares fell 5.43% to 270,000 won ($198) on Monday, the last day to qualify for a record quarterly dividend. The company plans to pay about 30 trillion won in dividends for Q3, with an estimated payout of 4,604 won per share. Investors expect additional dividends by year-end, totaling 13,045 to 16,115 won per share. The share buyback program is nearly complete, which may increase volatility.

koreajoongangdaily.com2 min
SEP 28
$005930.KSMed

Samsung Nears 1 Trillion Won in Home Appliance Subscriptions

Samsung Electronics (005930.KS) reports its home appliance subscription business is nearing 1 trillion won ($720 million) in revenue. The company is renaming and expanding its subscription services, including new plans for newlyweds, older adults, and corporate clients. Samsung aims to differentiate its subscription experience with customized care and maintenance options.

en.sedaily.com2 min
SEP 28
$005930.KSMed

KOSPI Falls Back Below 7,000 as Chip Stocks Lead Selloff

South Korea's KOSPI index fell 2.7% to 6,889.74, dropping below 7,000, led by declines in Samsung Electronics and SK hynix, which each fell over 5%. Foreign and institutional investors sold heavily, while retail investors bought. The selloff was driven by rising U.S. Treasury yields and higher oil prices. Samsung Electronics closed at 270,000 won, and SK hynix at 1,768,000 won.

en.sedaily.com2 min
SEP 28
$005930.KSMed

Samsung Electronics and SK Hynix Plunge Over 5% Amid Simultaneous Selling by Foreigners and Institutions

Samsung Electronics (005930) and SK Hynix (000660) fell over 5% on September 28, closing at 270,000 won and 176,800 won, respectively. Both stocks faced selling pressure from foreign and institutional investors, with net sales of 3.24 trillion won and 1.02 trillion won in the KOSPI market. SK Hynix's decline was also linked to rumors about its subsidiary Solidigm's potential U.S. IPO.

news.sbs.co.kr2 min
SEP 28
$005930.KSMed

Samsung appliance subscriptions near W1tr as corporate push begins

Samsung Electronics is expanding its appliance subscription service to corporate clients, with revenue nearing 1 trillion won. The company offers up to six years of free maintenance. LG Electronics reported 2.5 trillion won in subscription revenue last year. Samsung plans to rename its service and add more options for individual customers, aiming to extend customer relationships beyond initial purchases.

koreaherald.com2 min