Samsung Electronics is steering towards a pivotal transformation in its semiconductor strategy. Chairman Lee Jae-yong recently visited the Giheung and Hwaseong research centers, reinforcing the company's commitment to technological supremacy. The Giheung facility has been designated as the central hub for future semiconductor Research and Development. Samsung plans to invest approximately 20 trillion won by 2030 to bolster this site, aiming to recover its competitive edge through aggressive innovation.
The strategic roadmap extends far beyond R&D. Samsung is projected to reach record-breaking investment levels in 2026. A massive 60 trillion won will be funneled into Phase 5 of the Pyeongtaek complex, the world's largest semiconductor production base, by 2028. Furthermore, the ambitious Yongin Semiconductor Cluster project will see a staggering 360 trillion won investment to construct six new fabrication plants by 2031. This move is widely seen as a counteroffensive to regain leadership in the High Bandwidth Memory market, where competition with rivals has intensified. By integrating advanced lithography and next-generation packaging technologies, Samsung aims to solidify its position as the bedrock of the global Artificial Intelligence chip supply chain.
