Samsung This week, the Samsung will spread the wafer to support its expansion of the S5 plant near Pingshi, South Korea. Operation prices can affect the cost of chips such as GPU, SOC, and controller of Samsung.

Based on foreign media reports, Ben Suh, senior Vice President, Samsung Investor Relations, said this week, in the conference call of analysts and investors, Samsung OEMs will be expanded to promote the production capacity and adjustment pricing of Pingshui S5 factory to achieve future investment cycles Accelerated growth.

In order to meet more advanced capacity requirements of customers, Samsung has recently continued investment in the advanced process wafer factory. The S5 factory is the most advanced production line of Samsung, which provides 5 nm 5Lpp, 4 nm 4LPE and other processes. Since the plant uses a large number of expensive EUV photolithography, the expansion cost is very high. Therefore, Samsung has surged in capital expenditures in recent years, and hopes that customers will pay for this.

Samsung adopts its latest node process, including the exynos processor used by many smartphone brands, and millions of Ampere graphics processors, and millions of SOCs of other companies. . Samsung Adjusts the expenditure price, which will cause the above chip prices to rise.

However, the rise of Samsung OEM prices will affect the price of smartphones and graphics cards to be observed, but their customers will definitely pass in some way to the manufacturing cost.

At present, Samsung is the only foundry that officially confirmed the price of the expenditure. The previous media reported TSMC has begun to cancel the discount of large customers from the beginning of this year, but in terms of price rising, the company has recently pointed out that more pursuit of stable customer crowns rather than short-term benefits. The unit has also been reported to improve the prices of maturity, but the official has not officially confirmed.

Earlier this year, Samsung was unexpectedly closed in Austin, Texas, leading to the intensification of production capacity. Samsung warned in the latest financial report, the chip shortage will continue due to the epidemic.

The company plans $ 26.3 billion in our quarter, of which 23.75 billion is used for semiconductors, $ 1.6 billion for display. The investment in the foundry is focused on expanded advanced processes, such as 5nm EUV lightning machine, starting 3NM grating (GAA) design.