In front of Samsung office building in Seocho-dong, Seoul. yunhap news
The absence of vice chairman Lee Jae-yong of Samsung Electronics is expected to put a great deal of pressure on Samsung Electronics’ new business direction and investment decisions.
According to reports and industry sources in the Nihon Keizai Newspaper on the 12th, TSMC will invest 20 billion yen (about 21.1 billion won) to establish a semiconductor back-end process development company in Tsukuba, Ibaraki Prefecture, Japan. To this end, TSMC will decide on a plan to enter Japan through the board of directors soon, and will make an official announcement this week.
TSMC’s aggressive investment is a bold decision to leap to the unrivaled leader in this field while Samsung’s investment decision is delayed while the global semiconductor market is suffering from a supply shortage due to an increase in automotive electronic components. It is calculated that if more semiconductors are produced through expansion, profits will increase beyond that.
TSMC is also building a 5-nano foundry plant in Arizona, US, spending 12 billion dollars (about 1.3 trillion won). The plant will have a production capacity of 20,000 sheets per month based on 300 mm (12 inch) wafers, and will have Nvidia and Apple as major suppliers. Recently, according to Taiwanese media reports, TSMC has also started work to secure 300 employees at the plant.
On the other hand, a domestic stock market said that Samsung Electronics is planning to invest 36 trillion won this year. According to an official from Samsung Jeongja, it is known that no specific investment plan has been made yet.
It is known that Samsung is expected to invest 11 trillion won in the foundry field, which TSMC is holding on, which is a third of TSMC’s.
The absence of Samsung Electronics Vice Chairman Lee Jae-yong is crucial as Samsung Electronics’ investment decision is delayed and there is no progress.
Recently, Vice Chairman Lee sent an imprisonment message saying, “Regardless of the situation I am in, Samsung should continue to follow the path it should go,” but he said that the owner’s bold investment decision is inevitable.
An official from a leading business company said, “In the new year, Samsung Electronics’ competitors are making bold investments and strengthening competitiveness through acquisitions, but Samsung is not keeping up with this trend.” Companies can do it together, but I am afraid that there will be a time when domestic companies will be cut off starting with Samsung.