Samsung expects its foundry customers to quadruple by 2029

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SEOUL, Sept. 29 (Yonhap) -- Samsung Electronics Co. said Tuesday that the number of customers for its foundry business could grow roughly fourfold by 2029 compared to 2017.

"The number of customers has increased about threefold from when the foundry business was first established as an independent unit in 2017," Noh Mi-jung, a senior vice president at Samsung's foundry business, said during Korea Premium Week 2026.

"We expect the customer number to grow about fourfold by 2029," she said.

Samsung's foundry business plans to diversify its portfolio, which is currently focused on mobile products, toward artificial intelligence (AI) and high-performance computing (HPC).

HPC accounted for just 5 percent of the foundry business in 2017 but has since risen to 28 percent. The company expects the share to reach 66 percent by 2029.

"By 2029, we expect HPC customers to account for more than half of our customer base, while HPC will also account for well over half of our sales," the executive said.

Samsung aims to begin mass production of its third-generation 2-nanometer process in 2028, followed by mass production of its 1.4-nanometer process in 2029.

The South Korean tech giant plans to begin initial operations at the first fab of its Taylor semiconductor complex in Texas by the end of this year.

It also plans to start construction of a second fab there within the year, with mass production targeted for 2030.

This undated file photo provided by Samsung Electronics Co. shows its plant in Pyeongtaek, some 65 kilometers south of Seoul. (PHOTO FOR SALE) (Yonhap)

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Samsung expects its foundry customers to quadruple by 2029

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首尔，9月29日（韩联社）——三星电子周二表示，到2029年，其晶圆代工业务的客户数量可能比2017年增长约四倍。

三星晶圆代工业务高级副总裁卢美贞在2026年韩国高端产品周上表示：“自2017年晶圆代工业务首次作为独立部门成立以来，客户数量已经增长了约三倍。”

“我们预计到 2029 年，客户数量将增长约四倍，”她说。

三星的晶圆代工业务计划将其目前专注于移动产品的产品组合多元化，转向人工智能 (AI) 和高性能计算 (HPC)。

2017年，高性能计算（HPC）仅占晶圆代工业务的5%，但此后已上升至28%。该公司预计到2029年，这一份额将达到66%。

“到 2029 年，我们预计高性能计算 (HPC) 客户将占我们客户群的一半以上，同时高性能计算 (HPC) 也将占我们销售额的一半以上，”这位高管表示。

三星计划于 2028 年开始量产其第三代 2 纳米工艺，随后于 2029 年开始量产其 1.4 纳米工艺。

这家韩国科技巨头计划于今年年底前开始在德克萨斯州泰勒半导体工厂的第一座晶圆厂进行初步运营。

该公司还计划在年内开始在那里建设第二座工厂，目标是在 2030 年实现大规模生产。

这张由三星电子公司提供的未注明日期的资料照片显示了该公司位于平泽的工厂，该工厂位于首尔以南约65公里处。（照片出售）（韩联社）

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三星预计到2029年，其代工客户数量将增长四倍。