South Korea Unveils Ambitious $450 Billion Semiconductor Manufacturing Investment Plan

[btarunr]

The South Korean government, along with 153 Korean companies, has unveiled an ambitious plan to invest USD $450 billion over the next decade, to make its semiconductor manufacturing industry globally competitive, as China and the U.S. are executing similar national plans of their own, which threaten to blunt South Korea's competitiveness in the industry. Leading the effort will be Samsung Electronics and SK Hynix.

Samsung will be spending over $151 billion through 2030 in expanding its manufacturing facilities, while SK Hynix will spend $97 billion to expand its existing facilities; in addition to $106 billion planned to build four new fabs in the Yongin. Both Samsung and SK Hynix are predominantly memory companies, manufacturing DRAM and NAND flash products. This means that while Korea is globally competitive in semiconductor manufacturing overall, it is relying mainly on memory dies, and not logic dies (chips such as ASICs, CPUs, GPUs, SoCs, FPGAs, etc). The two could put in efforts to change this, so their foundry capacity attracts fabless logic IC companies away from Taiwan's TSMC, which specializes in logic over memory.



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[Jomale]

SK Hynix is that big, I did not know, do they only produce memory products?

 

[TumbleGeorge]

Is plans to manufacturing this production in years 2030+? With what lithography 0.1nm?

 

[Hyderz]

Sk hynix is part of Sk group, they have broadband, fuel stations, delivery, mobile (SK telecom), they are the third biggest group in korea

 

[Tardian]

Is plans to manufacturing this production in years 2030+? With what lithography 0.1nm?

Soft X-rays lithography?

 

[bug]

Both Samsung and SK Hynix are predominantly memory companies, manufacturing DRAM and NAND flash products.

If you judge only by volume, perhaps. Samsung is up there with the best with their 8nm node and even have years of expertise designing their own Exynos chips. You can argue Exynos' success or whether their 8nm is truly 8nm, but the fact is, they're still up there with the best designing and making ICs, well beyond DRAM and NAND.

 

[chaosmassive]

thats alot of money.

 

[1d10t]

They want that slice of pie also.

 

[maxfly]

thats alot of money.

Its a drop in the bucket compared to potential return on investment. The companies that fail to invest now are going find themselves left behind very quickly.

 

[mechtech]

Yes....Yes...... everyone keep building all those fabs. I look forward to paying $50 for 64GB of ram due to the over supply

 

[RandallFlagg]

Yes....Yes...... everyone keep building all those fabs. I look forward to paying $50 for 64GB of ram due to the over supply

Ya, it's getting stupid.

I see a lot of this in the future. Chip plant cost 1.5 Billion to build in 1998, sold for 6.3 million last year :

Hynix’s huge Eugene factory sells for $6.3 million; who’s the buyer?

“We do have an outlook and see future uses of the property.”

www.oregonlive.com

 

[mechtech]

Ya, it's getting stupid.

I see a lot of this in the future. Chip plant cost 1.5 Billion to build in 1998, sold for 6.3 million last year :

Hynix’s huge Eugene factory sells for $6.3 million; who’s the buyer?

“We do have an outlook and see future uses of the property.”

www.oregonlive.com

Wow almost kinda surprized intel or micron didn't buy it. A steal at that price even if you have to retrofit all the fab equipment. A building and property is half the battle.