Samsung expects that advanced manufacturing processes will contribute more than half of the revenue from the foundry business this year, while AI and high-performance computing applications will account for more than 30%, up from 15% to 20% at the end of 2025. As TSMC's production capacity is tightening, Samsung has gained stronger price negotiation capabilities. A person familiar with Samsung's operations said that Samsung's SF4 production line at its Pyeongtaek plant in South Korea has been operating at full capacity since the end of last year.

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