L3 · FabsFoundryHwaseong, South Korea005930.KS

Samsung Foundry

No. 2 leading-edge foundry, first to GAA at 3nm

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Overview

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Forecast record

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L3 Fabs · Foundry · 005930.KS · Hwaseong, South Korea

Samsung Foundry

No. 2 leading-edge foundry, first to GAA at 3nm

Part of

RSS
Links
16
Deals from filings
0
Exposed if it fails
2
2 within 2 steps
It depends on
12
25 within 2 steps
Share of global foundry revenue (TrendForce)
5.9%
Q2 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Samsung Foundry is the primary structural competitor to TSMC at the leading edge and was first to ship gate-all-around (GAA/MBCFET) transistors at its 3nm node. It struggles with yield and customer trust relative to TSMC, but retains strategic importance as the only alternative leading-edge source outside Taiwan and it fabricates its own Exynos and some AI silicon. Its Taylor, Texas fab (delayed into 2026) targets 2nm-class production and won a Tesla AI6 chip deal in 2025.

Key facts

from its map entry
Leading node
SF3 (3nm GAA); SF2 (2nm) ramping
Taylor, TX fab
~$37B, production slipped to 2026
2025 win
Tesla AI6 inference chip (~$16.5B)

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Connections16 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

11

Who depends on it

1

Backed by

1

Partners

1

Compare two: what Samsung Foundry shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Market share1 segment

Pulled 28 Oct 2026 · Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce · dated 9 Sep 2026

Foundry

Q2 2026 · TrendForce

Share of global foundry revenue

  • 72.5%
  • 5.9%
  • 5.4%
  • 3.9%
  • 3.2%
  • Others9.1%
Exact text in the source
  • “TSMC maintained its lead with 2Q26 revenue nearing $40.2 billion, a 12.1% increase QoQ, capturing a 72.5% market share.”TSMC paragraph
  • “Samsung's market share declined to 5.9% as competitors grew at a faster pace.”Samsung paragraph
  • “SMIC ranked third, with revenue surging 20% QoQ to more than $3 billion. Its market share edged up to 5.4%, narrowing the gap with Samsung.”SMIC paragraph
  • “UMC maintained fourth place with a 3.9% market share.”UMC paragraph
  • “Its market share stood at 3.2%.”GlobalFoundries paragraph ("GlobalFoundries ranked fifth")
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce, 9 Sep 2026 ↗

Other segments with sourced shares: DRAM (Q2 2026) · HBM (Q1 2026) · Cloud infrastructure (Q2 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

To source next

segment · players already in the graph
  • Advanced packaging

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources3 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce ↗1 quoted passage · trendforce.comMarket share9 Sep 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links16 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.