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2026-05-27 10:27:35
[Samsung plans to invest $1.5 billion in Vietnam to build a chip testing plant to address global memory shortage] (1) Samsung Electronics plans to invest 39 trillion Vietnamese dong (approximately $1.5 billion) in Vietnam to build a semiconductor testing plant. This will be Samsung's first chip testing plant in Vietnam. (2) The new plant, located in an industrial park about 60 kilometers north of Hanoi, has already started construction and is expected to start production in November 2027. This move will help alleviate the global memory chip shortage caused by the surge in demand for AI. (3) The plant will focus on traditional chips. Although less important to the AI supply chain, mature memory chips are also facing a severe shortage as major manufacturers shift more of their capacity to AI chips. (4) According to the environmental permit proposal, the plant's annual capacity includes 153.3 billion gigabits (Gb) of DRAM chips and 255.6 billion gigabits (Gb) of NAND flash memory chips. (5) The investment was approved by Vietnamese authorities in March. Samsung plans to use the profits generated from the project (up to approximately $2.5 billion) for the construction of a potential second plant. (6) It is currently uncertain whether the plant has obtained all the necessary permits. An insider revealed that more than 200 Samsung engineers and employees have been working at the project site since April.
