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Digitimes November 1, 2026 By DIGITIMES neutral

Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch

SamsungAI / LLMSemiconductorsMemorySupply Chain
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed capacity across all its nodes below 8nm, which it expects to run at over 100% utilization.
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