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In 2021, Samsung introduced a $17 billion funding in Taylor for its first fab within the metropolis.
This week’s funding is alleged to be $20 billion for a second fab and $4 billion for a packaging plant plus elevated R&D capabilities.
Taylor 2 is anticipated to deal with HBM. DRAM producers are estimated by TrendForce to be to allocating roughly 250k wpm (14% of complete capability) to producing HBM this 12 months, with HBM revenues rising from round 8.4% of DRAM business revenues final 12 months to twenty.1% by the tip of this 12 months.
On the again of a recovering reminiscence market Samsung stated it anticipated Q1 working revenue to be up 930% y-o-y at $4.9 billion.
Chips Act subsidies for Taylor are reported to be within the area of $6 billion however haven’t but been introduced.
Unconfirmed studies say that first silicon can be run in Taylor 1 in July, and the Seoul Financial Each day, quotes the president of Samsung’s foundry enterprise – Choi Siyoung – as saying that mass manufacturing will start in 2025.
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