TapTechNews July 16th news, due to the difficulty in obtaining large foundry customers, Samsung Electronics has begun to control its investment pace and prioritize the memory production line with relatively high profit.
According to South Korea's DigitalDaily, as Samsung Electronics adheres to the foundry investment strategy to narrow the gap with competitors, the focus of the industry is on the timing of the line construction.
Semiconductor industry insiders said that due to factors such as the continuous deterioration of Samsung's foundry business situation, Samsung Electronics will suspend the construction project of the P4 Phase II (PH2) foundry production line in the Pyeongtaek Park and prioritize the construction of PH3 first.
It is introduced that Samsung originally planned to prioritize the construction of the PH1 memory line, then the PH2 foundry line, and then the PH3 memory line and PH4 foundry line in sequence. Among them, the PH3 production line is a memory production line such as DRAM and is said to have started construction last month.
Samsung Electronics has not disclosed the performance of its memory and foundry and other departments, but according to the statistical results of TrendForce, Samsung's foundry sales have dropped from 3.69 billion US dollars (TapTechNews note: currently about 26.826 billion yuan) in the third quarter of last year to 3.36 billion US dollars in the first quarter of this year, a decrease of 9.0%.
At the same time, the global foundry market share has also shrunk significantly. In the first quarter of this year, Samsung Electronics' foundry market share (calculated by sales) was 11.0%, while it was 12.4% in the third quarter of last year and 11.3% in the fourth quarter, dropping by 1.1% in just two quarters.