Samsung Electronics is investing $1.5bn in its first dedicated chip-testing plant in Vietnam, located 60km north of Hanoi, with operations set to begin in November 2027. The facility will handle DRAM and NAND memory testing, addressing a supply-chain bottleneck driven by surging AI-grade memory demand. Samsung has also signaled a potential second phase worth up to $2.5bn, contingent on the first plant's performance, bringing total possible investment to ~$4bn. The move deepens Samsung's already dominant $23bn+ footprint in Vietnam and fits a broader industry trend — alongside TSMC, Intel, and Amkor — of building a Southeast Asian semiconductor back-end cluster as an alternative to mainland China amid US tariff pressures.
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