芯片巨头，外包重要业务！

Core Viewpoint - Samsung Electronics is considering outsourcing the production of low-spec photomasks (i-line and KrF) due to aging manufacturing equipment and the inability to maintain its previous technological advantage, despite internal production being cheaper [1][2]. Group 1: Outsourcing Decision - Samsung is evaluating outsourcing low-spec photomasks to external companies, specifically Techsend Photomask and Phototronics Cheonan [1]. - The assessment is expected to be completed by the third quarter of this year [1]. Group 2: Background of Outsourcing - The aging of i-line and KrF photomask manufacturing equipment has necessitated a change, as new equipment is difficult to introduce due to discontinued production [2]. - Information security concerns previously hindered outsourcing, but Samsung now believes that the risk of significant technology leakage is manageable [2]. Group 3: Photomask Importance and Market Dynamics - Photomasks are critical components in semiconductor manufacturing, transferring circuit patterns onto wafers [2]. - The number of photomasks used in semiconductor processes has increased significantly due to the miniaturization of technology, with logic semiconductors using up to 78 masks and DRAM using over 60 masks recently [3]. - The Korean photomask market was estimated to be around 700 billion KRW last year, with local production capacity over 90% saturated [3]. Group 4: Potential Impact on the Industry - If Samsung's outsourcing plan is realized, it may disrupt the photomask procurement plans of Korean foundries and fabless companies [4].