KB Securities: Samsung HBM4 sales triple, foundry business expected to turn profitable

A report from KB Securities indicates that Samsung Electronics' HBM market share is projected to rise from 33% in the second quarter to 40% in the fourth quarter, driven by HBM4 sales tripling quarter-over-quarter. HBM4 is expected to account for over 60% of Samsung's total HBM sales in the second half of the year. Additionally, the firm's foundry business is expected to turn profitable starting in the third quarter, supported by stable 4nm yields and rapidly improving 2nm GAA yields.