三星将向美国增资10万亿，建设封装厂

Core Viewpoint - The article discusses the significant investments by South Korean semiconductor companies, particularly Samsung Electronics and SK Hynix, in the U.S. semiconductor market, driven by demand from major tech clients like Tesla and Apple [2][3][4]. Group 1: Samsung Electronics Investment Plans - Samsung Electronics is considering an additional investment of 10 trillion KRW in packaging facilities, which was not included in its previous investment plans [2]. - The company initially planned to invest 44 billion USD in a semiconductor foundry in Taylor, Texas, but reduced this amount to 37 billion USD due to poor performance last year [2]. - Samsung's investment plans include advanced packaging facilities and technology R&D, with a total investment in the Taylor factory expected to exceed 50 billion USD [3][4]. Group 2: Orders from Major Tech Clients - Samsung signed a 23 trillion KRW supply contract for AI semiconductors with Tesla and another contract for image sensors with Apple, highlighting the necessity for advanced packaging facilities [2]. - Tesla's CEO Elon Musk indicated that the 16.5 billion USD contract with Samsung is just a minimum, suggesting potential for additional orders that could expand investments in equipment and materials [3]. Group 3: SK Hynix Developments - SK Hynix announced plans to build an advanced packaging factory in Lafayette, Indiana, with an investment of 3.87 billion USD, aiming to produce next-generation HBM chips by the second half of 2028 [3][4]. - The company may increase its investment through early production or expansion of non-packaging projects [3]. Group 4: Implications for U.S.-Korea Trade Relations - The investments by Samsung and SK Hynix are expected to support upcoming U.S.-Korea trade negotiations, with a focus on semiconductor investments announced during the Biden administration [4].