2nm拿下两大客户，三星再建一座晶圆厂

Group 1 - The core point of the article highlights that major Chinese cryptocurrency mining companies, Bitmain, MicroBT, and Canaan, are shifting their 2nm ASIC orders to Samsung due to TSMC's full capacity, indicating a significant development in the semiconductor industry [2][3] - Samsung's foundry division has received 2nm orders from MicroBT and Canaan, which represent about 10% of Samsung's total 2nm capacity, translating to an estimated annual revenue of $480 million [2][3] - The article notes that Samsung is accelerating its acquisition of 2nm clients, having already secured important customers like Tesla, and is expected to reduce prices to attract TSMC's clients [3] Group 2 - Samsung plans to invest in a new chip production line in Pyeongtaek, South Korea, as part of a broader $310.79 billion investment plan over the next five years, driven by the growing demand for AI [4][5] - The new production line, known as the P5 factory, is expected to start mass production in 2028 and aims to meet the increasing demand for memory chips amid a global semiconductor supply shortage [5] - Samsung has raised prices for certain memory chips by up to 60% compared to September, reflecting the tight supply conditions in the semiconductor market [4][5]