Samsung Reportedly Plans to Change Use of DRAM Production Line at Giheung New Plant

According to Korean media reports, Samsung Electronics is pushing forward with a plan to repurpose the NRD-K 2 production line, currently under construction in Giheung Fab, into a foundry production line, rather than using its existing R&D facilities as a foundry. It is said that Samsung had initially discussed investing in a DRAM mass-production line, but has recently decided to convert this line into a foundry wafer production facility. The main mass-production target for this line is 2-nanometer substrates for next-generation HBM. This strategy is interpreted as an effort to secure relevant production capacity in advance in response to NVIDIA's HBM demand.