Samsung is increasing its focus on AI storage: it will build a new DRAM factory in Jixing Park, planning to produce 100,000 wafers per month
Industry insiders broke the news to the media that Samsung Electronics plans to build a new DRAM manufacturing plant in its Giheung Semiconductor Park, with a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project will reach tens of trillions of won. This move is aimed at seizing the window of opportunity due to the surge in memory demand for artificial intelligence. Samsung Electronics Industrial Park is located in southern Seoul and has been operating since 1983. It is one of the longest-operating semiconductor facilities in South Korea.
Industry insiders broke the news to the media that Samsung Electronics plans to build a new DRAM manufacturing plant in its Giheung Semiconductor Park, with a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project will reach tens of trillions of won. This move is aimed at seizing the window of opportunity due to the surge in memory demand for artificial intelligence. Samsung Electronics Industrial Park is located in southern Seoul and has been operating since 1983. It is one of the longest-operating semiconductor facilities in South Korea. In 1992, the park became the birthplace of the world's first 64Mb dynamic random access memory (DRAM), marking the beginning of Samsung Electronics' dominance in the semiconductor field. In recent years, the park has been mainly dedicated to the production of mature process nodes, and its capabilities have reached the 8-nanometer process. It is said that the land was originally planned to be used to build an R&D center, but this time it was converted into a production facility. The market generally interpreted it as Samsung Electronics' production capacity layout adjustment in response to the rising demand for memory chips amid the investment boom in artificial intelligence infrastructure. The proposed DRAM wafer fab has a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project is expected to reach tens of trillions of won. It is said that the project may officially start as soon as the third quarter of 2026. Affected by this news, Samsung Electronics' stock price rose sharply by more than 6% on Wednesday (15th). It is understood that in 2022, Samsung will start construction of a large-scale R&D center called NRD-K in the Giheung Park. The center covers an area of approximately 109,000 square meters, with an investment of approximately 20 trillion won. It is expected to be fully completed between 2028 and 2030. A dedicated R&D production line at the R&D center has been put into operation in mid-2025, focusing on the research and development of next-generation memory and system semiconductors. The new DRAM factory planned to be built this time is a large-scale production facility built on a separate plot of land in the park in addition to this R&D center. From a more macro perspective, Samsung Electronics is promoting production capacity expansion at multiple bases at the same time. Its Pyeongtaek giant park is currently the core base of HBM production. Samsung is also promoting the construction of two advanced semiconductor fabs in Gwangju, South Jeolla Province, with a total investment of 400 trillion won. In addition, Samsung also plans to advance the start-up time of the first wafer fab in the Yongin Semiconductor Cluster in Gyeonggi Province to 2029. In the HBM field, Samsung Electronics is trying to catch up with SK Hynix, which currently has an advantage in the HBM field. Samsung Electronics also recently deployed a new production line with a monthly production capacity of 100,000 wafers at its Pyeongtaek P4 factory, which can be used to produce sixth-generation HBM. (