An interesting situation: Samsung remains a likely candidate for an agreement of some sort with wbt - Sth K Govt. (Korean Science Ministry) have partnered with SS, DBH and SKHynix to improve and expand the govt. backed MoaFab access program ( originally a collaboration between SS and DBH to provide technology and expertise to 'startups' small to mid - and advanced process nodes) agreement formalised 28th March 2025
reports this morning also suggest SS are continuing to lose foundry share to its competitors ( AMD moving its contract orders to TSMC ) due to yield stability and delivery assurance failures they are losing significant market traction
just my speculation of course
WBT Price at posting:
$1.79 Sentiment: None Disclosure: Held
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