星球日报
星球日报|7月 14, 2026 23:54
[Samsung Electronics Plans to Build New DRAM Factory in Giheung, Monthly Capacity Estimated at 100,000 Wafers] Odaily Planet Daily News: Citrini analyst Jukan posted on the X platform stating that Samsung Electronics plans to build a new DRAM wafer factory in its Giheung campus, converting the site originally intended for an R&D center into a memory production facility. The facility's monthly capacity is estimated to be approximately 100,000 wafers, with total investment expected to reach tens of trillions of Korean won. Samsung Electronics has formed an internal team to advance the construction of the new wafer factory, which could begin initial construction as early as the third quarter. Counterpoint Research predicts that, driven by rising product prices, global DRAM market revenue will grow from $150 billion this year to a peak of $210 billion. Samsung Electronics is also installing a new production line with a monthly capacity of 100,000 wafers at its Pyeongtaek P4 factory, capable of producing DRAM for sixth-generation HBM, specifically HBM4. Additionally, the company plans to build a wafer factory in the next-generation semiconductor cluster in Yongin, Gyeonggi Province, aiming for initial production by 2029. Furthermore, Samsung Electronics is advancing the construction of two advanced semiconductor wafer factories in the semiconductor cluster in Gwangju, South Jeolla Province, with a total investment of 400 trillion Korean won.
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