Samsung estimates that the utilization of 8nm and below process lines will exceed 100% in 2027

Samsung's production capacity utilization of 8nm and below process lines is expected to break through 100% in 2027, with HPC chips becoming the dominant force. In the third quarter of 2026, Samsung's storage business revenue reached a new high, and the foundry business is recovering. The 2nm process project grew more than double year-on-year, mainly used for large cloud service providers and AI/HPC customers. Samsung plans to invest in building factories in the US and South Korea to expand 8nm, 4nm, and 2nm production capacity and strengthen global supply.