1、Investor Presentation2024Samsung FoundryBUSINESS UPDATECONTENTSSAMSUNG FOUNDRY STRATEGY2KEY TAKEAWAYSFOUNDRY MARKET OPPORTUNITIESFinancial HighlightsRevenue isgrowing continuously and Application portfolio is diversifying242817CAGR7%1.6X1X4.2XRevenueCAGR28%Revenue GrowthsBalanced Applications Portfo
2、lio52%30%21%45%MobileHPC2824Business MilestonesFoundryBusinessStartS5 LineProductionStartS1-Line ConstructionGAA3nmProduction20052017201820212022Spin-off intoIndependentBusiness Unit7nm EUVProductionStartS3-Line Ramp upHKMGMass ProductionFinFETMass ProductionFoundry 1stFoundry 1stS2-Line Ramp up*Hig
3、h-K Metal Gate20102015World 1stIndustry 1stGlobal Manufacturing SitesBUSINESS UPDATECONTENTSSAMSUNGFOUNDRYSTRATEGY6KEY TAKEAWAYSFOUNDRY MARKET OPPORTUNITIESSmart and Connected WorldAI is changing how we live,work,and connectFoundry will be a pathfinder in realizing unforeseen technologyComputing Tre
4、nds/Paradigm ShiftsAI and accelerated computing evolve at a rapid paceKey trends in AI and accelerated computingThe core of AI Wavefrom Text to VideoGovernment-led AIData sovereigntyGovernment driving AI for national edgeGreen AISustainable growthEnvironmental movement opposing AI demand surgeGenera
5、tive AIMultimodalityBUSINESS UPDATECONTENTSSAMSUNGFOUNDRYSTRATEGY9KEY TAKEAWAYSFOUNDRY MARKET OPPORTUNITIESBusiness OverviewTechnical LeadershipSpecialty Value-Added OfferingsPortfolio Expansion from eMRAM,eFlash,Power IC,DDI,CIS,RF to Power-discreteTechnologies extensively optimized through many ye
6、ars of product manufacturingMulti-Die Integration Alliance for 2.xD/3D SolutionFoundry Design EcosystemBUSINESS UPDATECONTENTSSAMSUNGFOUNDRYSTRATEGY15KEY TAKEAWAYSFOUNDRY MARKET OPPORTUNITIESKey TakeawaysAggressive investment including expa