news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

samsung electronics has previously decided to suspend the construction of its second-phase foundry production line at its pyeongtaek p4 plant. recent reports indicate thatthe construction of samsung's pyeongtaek p4 phase 2 and 4 production lines and p5 factory will be postponed to 2026. for now, samsung will focus on building a wafer fab in tyler, texas.

samsung did not conduct the necessary financial review of the pyeongtaek p5 plant by the end of july 2024, which delayed the construction plans of both the p5 and p4 plants. however, the first phase of the p4 production line for nand flash is expected to start production in the near future, and the third phase of the production line is currently under construction, and it is expected that power and other equipment will be officially installed after the mid-autumn festival.

samsung's original plan for the p4 plant was to build a storage production line (phase i) first, and then a wafer foundry production line (phase ii). subsequent plans included building another storage production line (phase iii) and a wafer foundry production line (phase iv) to complete the p4 plant. however, due to difficulties in obtaining wafer foundry customers, the company has adjusted its plans to give priority to the storage production line.

insiders revealed that the product lineup of the p4 phase ii production line is expected to be determined between january and february 2025, but the specific time has not yet been determined. there are currently no plans for the phase iv production line. although some reports have said that the p5 factory may resume construction in january or february 2025, the project is more likely to be postponed to 2026.

samsung's decision on whether the various production lines it is building will produce dram, nand or handle foundry business has attracted attention.some analysts believe that samsung is delaying decisions on what products to produce as long as possible so that the company can operate flexibly according to market conditions. this approach may help mitigate fluctuations in the semiconductor market and enhance profitability.

industry insiders pointed out that while samsung is adjusting the pace of construction of the pyeongtaek park, it is focusing on building the taylor plant in texas in the united states. the taylor plant will start construction in the first half of 2022 and is expected to start operations in 2026. the investment scale of the project is about us$17 billion. in april 2024, samsung signed an agreement with the us department of commerce to obtain a us$6.4 billion subsidy under the chip act.

as the us presidential election approaches, people are concerned about whether the new president will change the subsidy policy. industry insiders pointed out that samsung has invested a lot of money in lobbying, and if trump, who emphasizes "america first", is elected, it may increase uncertainty in samsung's operations.