IT用显示面板
Search documents
刚刚,超级利好来了!22000亿!科技巨头大动作
天天基金网· 2025-11-17 01:07
Group 1 - Samsung Group announced a plan to invest 450 trillion KRW (approximately 22 trillion RMB) in South Korea over the next five years, focusing on semiconductors, AI infrastructure, and R&D [3][4][5] - The investment includes the construction of a new semiconductor production line in the Pyeongtaek Second Plant, expected to be operational by 2028, to meet the growing demand for storage semiconductors in the AI era [4][6] - Samsung plans to hire 60,000 new employees over the next five years and aims to enhance the competitiveness of the semiconductor industry in South Korea [5][6] Group 2 - Hyundai Motor Group committed to investing 125.2 trillion KRW, while LG Group plans to invest 100 trillion KRW in key materials [3][4] - The investments are part of a broader initiative following a trade agreement with the U.S., which involves a $350 billion investment plan from South Korea to the U.S. in exchange for reduced tariffs [5] - Samsung SDS is leading the development of large AI data centers in South Korea, with plans to deploy approximately 15,000 GPUs by 2028 to support universities, startups, and SMEs [7] Group 3 - Samsung Display is constructing an 8.6-generation OLED production line in Asan, expected to begin trial operations by the end of this year and achieve mass production of IT display panels by mid-next year [8] - The company is also enhancing its capabilities in solid-state battery technology and is considering the Ulsan plant as a potential site for the next-generation battery production base [4][6]
利好来了!刚刚宣布:22000亿!科技巨头,大动作
Zheng Quan Shi Bao Wang· 2025-11-16 15:20
Group 1 - Samsung Group announced a plan to invest 450 trillion KRW (approximately 22 trillion RMB) in South Korea over the next five years, focusing on semiconductors, AI infrastructure, and R&D [1][2] - The investment includes the construction of a new semiconductor production line in Pyeongtaek, which is expected to start operations in 2028, and the acquisition of FlaktGroup to enhance its AI data center market presence [2][3] - Other major South Korean companies, including Hyundai Motor and LG Group, also committed significant investments, with Hyundai planning to invest 125.2 trillion KRW and LG investing 100 trillion KRW in key materials [1][2] Group 2 - The announcement follows a trade agreement between South Korea and the United States, which involves a $350 billion investment plan from South Korea in exchange for a reduction in tariffs [2][3] - Samsung Electronics aims to expand its semiconductor investments in response to the growing demand for storage semiconductors driven by the AI era [2][3] - Samsung SDI is working on establishing a next-generation battery production base in South Korea, focusing on solid-state batteries, and has signed a business agreement with BMW for a solid-state battery demonstration project [2][3] Group 3 - South Korean President Yoon Suk-yeol met with leaders from major corporations, urging them to increase domestic investments and promising government support, including potential new support methods [3] - Samsung plans to hire 60,000 new employees over the next five years and is committed to investing in R&D and facilities in South Korea [3] - Samsung is also focusing on enhancing the competitiveness of the semiconductor industry, with plans to advance the construction of the new production line in Pyeongtaek [3] Group 4 - Samsung SDS is leading the initiative for a balanced regional layout of AI data centers, planning to build a large AI data center in Jeollanam-do with approximately 15,000 GPUs by 2028 [5] - FlaktGroup, recently acquired by Samsung, is also planning to establish a production line in South Korea to focus on the AI data center market [5] - Samsung Display is constructing an 8.6-generation OLED production line in Asan, expected to begin trial operations by the end of this year [6]
利好来了!刚刚宣布:22000亿!科技巨头,大动作
券商中国· 2025-11-16 14:54
超级赛道传来重磅利好消息。 11月16日,三星集团宣布,将在未来五年内投资450万亿韩元(约合人民币22000亿元)于韩国本土,重点投向半导体、AI基础设施以及研发。该计划涵盖研发与新 生产线建设,包括在韩国平泽第二园区新建的第5条半导体线将于2028年投产,以及通过收购FlaktGroup布局AI数据中心市场。 三星SDI表示:"我们在全固态电池商业化方面持续构建差异化竞争力,包括近期与德国宝马集团签署'全固态电池示范项目'业务协议。" 与此同时,现代汽车也承诺在同一时期投资125.2万亿韩元;LG集团将投入100万亿韩元,用于关键材料领域。据悉,当天早些时候,包括三星、现代和LG集团等在 内的韩国主要商业集团的掌门人与韩国总统李在明进行了会面,讨论与美国达成贸易协议后的后续措施。 三星集团重磅宣布 当地时间11月16日,韩国科技巨头三星集团表示,未来五年内将计划总计450万亿韩元的韩国国内投资,涵盖研发(R&D)等多领域。这是韩国与美国达成贸易协 议后,韩国商业巨头为加大国内投资力度而采取的更广泛举措的一部分。 三星集团计划扩大半导体投资,在 韩国平泽第二园区 新建的第5条生产线计划于2028年全面投产。 ...