三星在韩国平泽建设的大规模半导体制造综合体正在加快扩产步伐1。该基地占地面积相当于纽约中央公园的大小1,目前已有三座晶圆厂实现24小时轮班运营,第四座晶圆厂也即将投入使用1。此前因2024年内存芯片需求下滑而暂停的第五座晶圆厂,如今已重启建设1。
三星此举是对全球AI芯片市场竞争的战略应对1。公司预测内存芯片的需求将持续到2028年1,并试图在高带宽内存芯片领域重夺市场领先地位1。当前,三星的国内竞争对手SK海力士在全球高带宽AI加速器内存市场占据领先优势1。为支撑这一扩建项目,建筑工人日薪为140,000韩元,约合97美元1。
Samsung is accelerating its semiconductor ambitions through a major expansion of its manufacturing complex in Pyeongtaek, South Korea, signaling the company's determination to compete in the booming artificial intelligence chip market. The sprawling facility, which spans an area comparable in size to New York's Central Park, currently operates three fabrication plants around the clock, with a fourth poised to commence operations soon 1. This aggressive expansion reflects Samsung's efforts to reclaim market leadership in high-bandwidth memory chips, a segment where domestic rival SK Hynix currently maintains the lead among global suppliers of AI accelerator memory 1.
The company had suspended construction of a fifth fab in 2024 due to declining demand for memory chips, but has now restarted the project as artificial intelligence applications drive renewed interest in semiconductor capacity 1. Samsung projects that demand for memory chips will remain strong through 2028, underpinning its investment strategy 1. Workers on the site earn daily wages of 140,000 Korean won, equivalent to approximately $97 1.
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