Samsung sets to triple foundry capacity by 2026, sparking concerns about potential risks

[Daniel Nenni]

It's like a nuclear arms race except it will benefit the world with less expensive electronics:

Samsung Electronics has recently disclosed plans to triple its foundry production capacity by 2026 amid global chip shortage disrupting production in key industries from automobiles to smartphones, but market concerns are emerging that the bold move...

Samsung sets to triple foundry capacity by 2026, sparking concerns about potential risks

Samsung Electronics has recently disclosed plans to triple its foundry production capacity by 2026 amid global chip shortage disrupting production in key industries from automobiles to smartphones, but market concerns are emerging that the bold move may be accompanied by high risks of its...

www.digitimes.com

 

[Portland]

I don't see the demand or labor.

https://public.tableau.com/app/profile/oha.center.for.health.statistics/viz/OregonHealthAuthorityCenterforHealthStatisticsWeeklydeathstable/Weeklydeathsummarydata

Singling out Oregon as an example the number of deaths is causing problems.

 

[count]

Given the massive investments of TSMC, Samsung, and Intel right now, I'd be very surprised if there wasn't a chip glut in a few years.

 

[Daniel Nenni]

Given the massive investments of TSMC, Samsung, and Intel right now, I'd be very surprised if there wasn't a chip glut in a few years.

Absolutely and I'm sure TSMC, Samsung, and Intel know this. The smaller fabs (UMC, GF, etc...) will be the ones taking the hit as pricing drops and FinFETs become mature nodes.

 

[Paul2]

I don't see the demand or labor.

https://public.tableau.com/app/profile/oha.center.for.health.statistics/viz/OregonHealthAuthorityCenterforHealthStatisticsWeeklydeathstable/Weeklydeathsummarydata

Singling out Oregon as an example the number of deaths is causing problems.

Organic protein based AMHS are not in demand for lower nodes. In fact, it's because 200mm fabs were closing/migrating, process jobs were seeing wages drop. 300mm fabs employ few times less people per unit of output.