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Samsung Foundry’s uncertain future: What path should it take?

Amid challenges, Samsung has decided to scale back investments in its foundry business, prioritizing existing production lines to reduce losses and refocusing efforts on regaining competitiveness in memory technologies. However, with its foundry lagging in technical competitiveness and large-scale investments difficult to recoup, Donald Trump’s re-election and speculations regarding spinning off Samsung’s foundry unit or collaborating with Intel have further heightened interest in Samsung’s future direction.