To optimize its portfolio, the company intends to allocate more manufacturing to server and storage than to PC and mobile, and it is preparing for mass manufacture of HBM3E memory in response to GenAI demand. Samsung plans to mass produce and ship 128GB 1b-nm products in the second quarter. Foundry loss narrows Samsung's foundry sector saw its losses reduce marginally in the first quarter, thanks to efficient fab operations, but revenue has yet to increase due to weak seasonal impacts and persistent client inventory adjustments. Nonetheless, Samsung Foundry's order backlog reached a new high in the first quarter due to enhanced competitiveness in advanced technologies, the company reported. Samsung expects a rebound in foundry sales in the second quarter, with double-digit growth as market circumstances gradually improve.