Samsung's huge investment of 450 trillion won: chip design and foundry, equipment, new factory in the United States?
(The picture comes from the Internet)
Samsung Group said in a statement on May 24 that it plans to increase spending by more than 30 percent to 450 trillion won ($360 billion) in the five years to 2026 to support businesses ranging from chips to biopharmaceuticals. .
At the end of 2020, it said that it would invest 240 trillion won in chips and other fields within three years, and recently increased the amount to 450 trillion won on this basis, extending the time by 5 years to 2026.
Samsung Group said the plan will be led by its two most important subsidiaries, Samsung Electronics and Samsung Biologics. It is reported that about 80% of the 360 trillion won will be invested in South Korea. In the current environment, it is important to keep the supply chains of these industries in South Korea, Samsung said.
Focusing on the semiconductor field, Samsung Group said it will focus on chip design and foundry.
In terms of memory, Samsung said it will strengthen research on new materials and chip architectures. Investments will also focus on logic chips, such as application processors and image sensors. The company will continue to work on new chips that combine memory and processing functions on a single chip.
On the foundry side, or contract chip production, the company said it plans to mass-produce chips based on the 3nm node ahead of schedule. It is reported that Samsung Group announced on April 28 this year that it will start mass production using the 3GAE (early 3nm gate all-around) process this quarter.
In addition, according to Yonhap News Agency, part of Samsung Group’s investment may be used to secure the purchase of lithography machines made by the Dutch company ASML. According to the latest news from Reuters, ASML's latest flagship lithography machine is priced at about $400 million.
It is worth noting that three days before the announcement of the huge investment plan, US President Biden personally visited the Samsung factory. According to public information, Samsung Group is currently building a $17 billion advanced chip factory in Texas, USA. According to foreign media sources, in his speech that day, Biden thanked Samsung for its investment in the United States and said that he would strengthen supply chain cooperation with South Korea. Will this huge investment lead to new chip investment overseas, especially in the United States?
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