<p>➀ Samsung Electronics' 4nm advanced process yield has approached 80% and recently received ASIC foundry orders from Chinese companies.</p><p>➁ The new management team has adjusted the strategy, no longer chasing the forefront competition, and focusing on winning customers with high yield.</p><p>➂ The popularity of the AI development platform DeepSeek has ignited the enthusiasm of Chinese technology companies to develop AI ASICs, with Samsung's price and capacity advantages becoming a key driving force for orders.</p>