Samsung to Invest $1.5 Billion in Vietnam for Semiconductor Testing Plant
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Newsfilter
- Investment Scale: Samsung Electronics plans to invest 39 trillion dong (approximately $1.5 billion) in Vietnam to build a semiconductor testing plant, a move that will alleviate the global memory chip shortage driven by surging AI demand, demonstrating the company's keen response to market needs.
- Construction Progress: Construction of the new factory began in April this year in an industrial park 60 kilometers north of Hanoi, with operations expected to start in November 2027, marking Samsung's first chip testing facility in Vietnam and further solidifying its position in the global semiconductor supply chain.
- Capacity Planning: The plant is projected to have an annual capacity of 153.3 billion gigabits (Gb) of dynamic random-access memory (DRAM) chips and 255.6 billion Gb of NAND memory chips, highlighting the urgent market demand for diverse products despite these mature chips being less critical for AI supply chains.
- Future Expansion: The investment was approved by Vietnamese authorities in March, and Samsung intends to reinvest profits from the project, if any, up to about $2.5 billion for a potential second factory, indicating a long-term commitment and expansion strategy in the Vietnamese market.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 120.890
Low
20.00
Averages
39.30
High
52.00
Current: 120.890
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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