Samsung Elec to add a fab a year to quadruple capacity by 2027: foundry roadmap
이 글자크기로 변경됩니다.
(예시) 가장 빠른 뉴스가 있고 다양한 정보, 쌍방향 소통이 숨쉬는 다음뉴스를 만나보세요. 다음뉴스는 국내외 주요이슈와 실시간 속보, 문화생활 및 다양한 분야의 뉴스를 입체적으로 전달하고 있습니다.
The IT giant plans to generate demand for next-generation compute express link (CXL) memory chips as part of its business strategy it unveiled at a form in Singapore recently.
The company can add a new fab each year under so-called ‘Shell-First’ strategy that allows the company to set up a clean room first, which typically takes six months to build, and then build production facilities depending on market demand later.
Samsung Electronics plans to increase its foundry production capacity by 3.4 times by using this method.
“We plan to aggressively expand the fab as demand is high,” said Sim Sang-pil, head of corporate planning for foundry businesses at Samsung Electronics.
Samsung Electronics has formed plans to focus on CXL DRAM, 3D IC DRAM and memory-as-a-service operations to maintain its market leading position in the memory business. CXL is a technology that enables direct communications between devices by integrating multiple interfaces into one that dramatically expands bandwidth and capacity by sharing memory. It is in talks with global tech companies to partner in various areas such as central processing units, servers and software.
3D IC package is a technology that makes a single package by stacking different types of chips on a wafer. In the past, CPU and memory were installed separately but if implemented in one package, data movement can be accelerated and the transmission speed can be improved.
Samsung Electronics has decided to aggressively invest in its semiconductor business as global companies have spent 35 percent of their profits on facilities in the last 10 years, compared with 67 percent in 2007, indicating eased competition from a decade ago.
But it expects DRAM demand will continue growing as data increases to the size of zettabyte, which is about 1 trillion gigabytes, and chips for automobiles are expected to accelerate.
The company also said the global memory market has been grappling with a supply shortage for a decade since 2013.
“Demand for DRAM will continue to rise in four areas - data center, mobile, game and vehicle,” said Han Jin-man, executive vice president and head of memory global sales and marketing at Samsung Electronics.
The company anticipates the number of consignment customers will increase rapidly. In the foundry business, securing customers is as important as competing in technology. While Samsung Electronics has narrowed the gap with TSMC technically, it is seen to be falling behind in terms of customer numbers. However, things have turned around, and with the improvement in both yield and technology, Samsung Electronics is expected to secure more clients.
“By 2027, the number of customers will increase more than five times,” Sim forecast.
Samsung Electronics expects significant growth in foundry customers, especially in the U.S. By 2027, the Asian foundry market is projected to increase six-fold, while sales in the U.S. is estimated to surge more than 12-fold.
Copyright © 매일경제 & mk.co.kr. 무단 전재, 재배포 및 AI학습 이용 금지
- 무슨 돈으로 미사일 쏠까 했더니...“北, 해킹 한번에 8300억 벌어” - 매일경제
- 은마·잠실5 재건축 단지도 억단위 ‘뚝’...서울 아파트값 25주 연속 내리막 - 매일경제
- “가슴 탓에 비만처럼 보일뿐 난 글래머”…러 여성 사연에 ‘갑론을박’ - 매일경제
- 패리스 힐튼도 ‘난임’…母 “고군분투에 가슴 찢어져” - 매일경제
- 안영미, 송은이에 웨딩 플래너 부탁 “결혼식 하고파”
- “엄마가 되고 싶어요” 스타들도 눈물겨운 ‘난임’ 전쟁[MK픽]
- [단독] 경찰국 예산 10%만 감축...여야 극적 합의 - 매일경제
- ‘670조 네옴시티’ 들고 방한한 빈 살만…관련주 주가는? [이종화의 세돌아이] - 매일경제
- 티아라 효민, 가슴라인 화끈하게 노출…어딜 봐야할지 [똑똑SNS] - MK스포츠
- 치어리더 박기량 ‘초미니 스쿨룩에 드러난 CG 각선미’ [MK화보] - MK스포츠