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[Alpha Biz=(Chicago) Reporter Paul Lee] KB Securities expects Samsung Electronics to continue its largest-ever order in the foundry sector over the next few years.
"The number of Samsung foundry customers is expected to more than double to 100 in 2022, 134 in 2024, 169 in 2026 and 211 in 2028," KB Securities said in a stock report on the 20th.
It is analyzed that Samsung Foundry will continue to win the largest order worth 16 billion dollars (about 21.37 trillion won) in 2023.
KB Securities predicted that Samsung Electronics will be able to improve its performance from the second half of this year and will be able to improve significantly from 2025.
"Samsung's foundry business has been sluggish since the second half of last year," KB Securities said. "However, the largest order in 2023 will begin to be recognized from the second half of 2024, and Samsung's foundry earnings are expected to bottom out in the first half of this year and improve from the second half of this year."
"In particular, from 2024, Samsung's foundry earnings are expected to improve significantly from 2025 due to the expansion of the portion of products in the fleet process, including 2-nano (nm)," KB Securities added.
AlphaBIZ 폴 리(hoondork1977@alphabiz.co.kr)
