Samsung Forecasts >100% Utilization for Advanced Nodes by 2027 Driven by HPC Demand

1 reports archived1 independent sourcesupdated 11/2/2026, 14:01:15

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Driven by surging AI and HPC demand, Samsung forecasts that utilization rates for its 8nm and below advanced nodes will exceed 100% by 2027, with 2nm project counts doubling year-over-year. To address the supply-demand gap, the company is considering building new fabs in the US and South Korea to expand capacity for 2nm, 4nm, and 8nm processes.

LATEST/Driven by surging AI and HPC demand, Samsung forecasts that utilization rates for its 8nm and below advanced nodes will exceed 100% by 2027, with 2nm project counts doubling year-over-year. To address the supply-demand gap, the company is considering building new fabs in the US and South Korea to expand capacity for 2nm, 4nm, and 8nm processes.

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IT之家 · IT业界T2Nov 2, 14:01·68 pts
Samsung Forecasts >100% Utilization for Advanced Nodes by 2027 Driven by HPC Demand
- Samsung expects utilization of 8nm and below nodes to exceed 100% by 2027
- Number of 2nm projects secured by Samsung in 2026 is projected to double YoY
- AI/HPC clients are the primary drivers of advanced node demand growth
- Samsung plans to build new fabs in the US and South Korea to alleviate capacity bottlenecks
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