BlockBeats News, July 16th, Samsung Electronics has installed two High NA EUV lithography systems for its foundry business, but is currently taking a cautious approach and has not yet deployed them to the production line. The main reason is that the foundry division is currently seen as a leading candidate business to return to profitability as early as the fourth quarter of this year. After experiencing years of losses, hastily fully utilizing such expensive equipment would significantly increase fixed expenses such as depreciation and operating costs. In other words, the turning point for profitability is imminent, and accelerating capital expenditure would instead delay this milestone.

Meanwhile, it has been reported that the yield rate of Samsung's 2nm process has reached around 55%, close to the industry-accepted threshold of about 60% that is widely considered sufficient for stable mass production. Therefore, the issue is not the lack of process maturity to support High NA EUV.

Korean media reports that Samsung is maintaining a conservative capital allocation strategy and will minimize equipment expenditure until the foundry business has a clearer path to sustainable profitability. This strategy reflects Samsung's pragmatic balance in the advanced process race – the technology and equipment capabilities are in place, but financial discipline takes precedence over catching up with the pace.