Group 1 - The construction progress of Samsung Electronics' factory in Taylor, Texas, has reached 99.6%, nearing completion [1] - Typically, equipment would start entering the facility at this stage, but Samsung is hesitant to place orders due to ongoing losses in its domestic wafer foundry business in South Korea [1] - Samsung has stated that the Taylor factory is scheduled to begin operations in 2026, but internal expectations suggest that sales revenue may be low depending on market and order conditions [1] Group 2 - Internal sources indicate that equipment is usually imported within 3 to 6 months after factory completion, but Samsung's delays in equipment investment may lead to high tariffs upon import [1] - The difficulty in sending a limited workforce to the U.S. is expected to increase labor costs significantly [1] - The cost of ASML's extreme ultraviolet (EUV) equipment is approximately 500 billion KRW per unit, with tariffs potentially reaching several hundred billion KRW [1]
消息称三星美国泰勒厂已接近完工 但由于亏损预期拖延设备进厂
news flash·2025-04-22 08:55