Samsung Electronics is refining a large-scale semiconductor production investment plan in South Korea and aims to build four new wafer fabrication plants by 2030, according to Odaily. The plan has already been shared with key partners. Samsung’s proposed sites include Pyeongtaek P5 and P6, one fab in the semiconductor cluster at Namsa-eup, Yongin, and one new fab in Gwangju. SK Hynix is expected to build Y1 and Y2 in the semiconductor cluster at Wonsam-myeon, Yongin, along with one new fab in Gwangju. Combined, the two companies would add seven new fabs from this year through 2030. Last month on the 29th, Samsung Electronics and SK Hynix released a semiconductor equipment investment roadmap worth 3,200 trillion won, excluding spending on AI data centers. Samsung has also moved up the completion target for its Yongin fab from 2047 to 2040, while SK Hynix brought its target forward from 2045 to 2033. Industry sources said Samsung recently asked partners whether they would consider additional investment in Gwangju on the premise of building a fab there before 2030, though feasibility remains uncertain given current capacity and local infrastructure conditions.
Samsung Electronics is refining a large-scale semiconductor production base investment plan in South Korea and aims to build four new wafer fabrication plants by 2030, according to Odaily. The company has already shared the proposal with major partners.
Under the plan, Samsung would build Pyeongtaek P5 and P6, one fab in the semiconductor cluster at Namsa-eup in Yongin, and one new fab in Gwangju.
SK Hynix is expected to build Y1 and Y2 in the semiconductor cluster at Wonsam-myeon in Yongin, and add one new fab in Gwangju. Based on the current plans of both companies, the total number of new fabs to be built from this year through 2030 would reach seven.
Samsung Electronics and SK Hynix announced a semiconductor equipment investment roadmap worth 3,200 trillion won on the 29th of last month. The figure does not include spending tied to AI data centers.
Samsung has moved up the completion target for its Yongin fab from 2047 to 2040, while SK Hynix has brought its target forward from 2045 to 2033.
People in the semiconductor equipment industry said Samsung recently asked partners whether they would be willing to make additional investments in Gwangju on the premise of building a fab there before 2030. Even so, given current production capacity and infrastructure conditions in Gwangju, the feasibility of the plan remains hard to confirm.
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