Core Viewpoint - Samsung's semiconductor foundry business is facing significant challenges, particularly in the advanced 3nm process, where its yield is only 50%, compared to TSMC's 90% yield, leading to the loss of major clients to TSMC [1][4]. Group 1: Challenges in Semiconductor Foundry - Samsung's 3nm yield is significantly lagging behind TSMC, which poses a risk of losing key customers [1]. - Major clients such as Google, Qualcomm, and AMD have shifted their production to TSMC due to Samsung's low yield [1]. - China's SMIC is making progress in 5nm and 7nm processes, adding competitive pressure on Samsung's foundry business [1]. Group 2: Strategic Moves - Samsung has hired former TSMC executive Margaret Han to lead its North American foundry business, aiming to enhance customer engagement and competitiveness [2][4]. - The appointment of Margaret Han is seen as a strategic move to rebuild trust with North American clients and attract new orders from major tech companies like NVIDIA, AMD, Tesla, and Amazon [4]. - Samsung is investing $17 billion in a new advanced foundry facility in Taylor, Texas, to strengthen its position in the U.S. market [4].