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Samsung data breach
After a painful period marked by yield challenges and the loss of key customers, Samsung’s foundry division appears to be seeing the first light of recovery. According to new reports, Samsung has achieved a critical breakthrough in its 4nm process technology, lifting yields to the 60–70% range and securing a substantial order from a U.S.-based AI customer.
The reports state that American AI startup Tsavorite Scalable Intelligence has placed chip orders with Samsung worth more than USD 100 million.
The order centers on the production of Omni Processing Unit (OPU) chips — a class of processors built on a specialized architecture that directly integrates the CPU, GPU, and memory into a single die, designed to eliminate the bandwidth bottlenecks that frequently hinder AI computation.
Although foreign media reported as early as last November that Tsavorite had already secured pre-orders for its AI chips, the manufacturing partner was not disclosed at the time. Korean outlets now confirm that Samsung will fabricate these chips, signaling a renewed measure of confidence in Samsung’s mid- to high-end process capabilities and its integration strengths. Beyond this OPU deal, Samsung has reportedly won orders from two Chinese mining-rig manufacturers and, in October, signed a foundry agreement with Tesla for its AI5 chips.
In absolute financial terms, Tsavorite’s USD 100 million order is modest relative to Samsung’s overall scale, yet it represents an important milestone for a foundry division eager to demonstrate stable yields and technological competence. In addition to the stabilization of its 4nm process, Samsung continues to advance its next-generation technologies. Earlier this year, reports indicated that Samsung’s first 2nm GAA (gate-all-around) SoC — the Exynos 2600 — has already reached a production yield of around 50%, with portions expected to be used in next year’s Galaxy S26 lineup, underscoring the company’s push to accelerate yield ramp-up on newer nodes.
Industry forecasts suggest that with improving yields and returning orders, Samsung could achieve roughly USD 69 billion in profit by 2026. The company’s broader ambition is to drive its foundry division into positive cash flow by 2027, positioning itself as the indispensable second supplier in a high-end foundry market long dominated by TSMC.
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