Capital spending slows, rumored to delay the move into Samsung's Texas plant

According to Korean media reports, the construction progress of the wafer manufacturing project invested by Samsung Electronics in Taylor, Texas, USA has been delayed. possible.

Korean media said that Samsung has not reduced its investment budget, but may be adjusting the pace of spending, and the progress of the Pyeongtaek P3 facility, which is scheduled to be completed by the end of this year, is also slower than initially expected.

According to previous reports, the total investment of Samsung Electronics' Taylor factory is about 17 billion US dollars. It was originally scheduled to start construction in the first half of this year and start operations in 2024, but the groundbreaking ceremony has been postponed from the original first half of this year.

Industry insiders predict that the equipment of the Taylor project may even be moved in as late as 2024. With the weakening of market demand, the attitude of capital expenditure of major manufacturers tends to be cautious. In addition, construction costs and labor costs in the United States are also rising. Although Samsung Electronics has not reduced the scale of investment originally planned, it may slow down the investment speed. "Regardless of domestic and foreign projects, Samsung Electronics' equipment investment has been delayed than originally expected. for about a quarter (3 months).”

Korean media also mentioned that the move-in of the main process equipment of the DRAM production line of the P3 plant in Samsung Pyeongtaek has also been delayed. A source from an equipment manufacturer revealed that the delivery of some equipment has been delayed until next year.