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三星将内存工厂,转为封装厂
半导体芯闻· 2025-05-28 10:17
Group 1 - Samsung Electronics is restructuring its Hwaseong factory's old memory production line into a packaging production line, with the transfer of facilities expected to begin in the second half of this year [1][2] - The H1 factory, which houses the 12th and 13th production lines, is transitioning due to declining shipments of older NAND and DRAM products in the domestic memory market [1][2] - The plan to convert the 13th line to CIS (image sensors) has been delayed due to the downturn in the CIS industry, prompting Samsung to focus on packaging capabilities instead [1][2] Group 2 - The H1 factory's manufacturing environment is outdated, making it difficult to upgrade to the latest generation of memory, unlike the more advanced 15th and 16th lines [2] - The lower technical difficulty of post-processing technology allows for easier conversion, and consolidating small packaging equipment nearby can enhance management and investment efficiency [2] - Industry insiders indicate that Samsung is looking to introduce relevant equipment to the H1 factory to reorganize its old memory business while expanding packaging capacity [2]