三星产能利用率，仅为60%？

Core Viewpoint - Samsung Electronics' foundry business is gradually recovering its operating rate, with expected losses decreasing compared to last year due to increased wafer input in advanced and core processes [1][2]. Group 1: Production Capacity and Utilization - The average capacity utilization rate of Samsung's wafer factories is expected to be around 60% in the first half of this year, an increase of approximately 10 percentage points from 50% in the second half of last year [1]. - The foundry department's operating losses were estimated at about 20 trillion KRW in the first and second quarters of last year, but losses narrowed to around 10 trillion KRW in the third and fourth quarters due to increased wafer input in existing core processes [1]. Group 2: Advanced Technology and Market Opportunities - Samsung has started mass production of the latest mobile application processor "Exynos 2600" based on 2nm technology, with a single wafer yield expected to be around 50% [1]. - The semiconductor industry insider noted that Samsung is increasing wafer input for its foundry, indicating a better market environment this year compared to last year, especially as TSMC faces supply shortages in advanced processes [2]. - Samsung's foundry department needs over 80% capacity utilization to break even, highlighting the importance of stable mass production of advanced processes to gain the trust of global tech giants [2].