Samsung is strengthening cooperation with Taiwan’s UMC in a situation where the global supply of semiconductors is severely short. On the 13th, the Taiwan Economic Daily reported that Samsung will support 400 semiconductor equipment at the UMC P6 plant in Nanke, Taiwan. The P6 plant is expected to secure a production capacity of 27,000 sheets per month with the goal of mass production in 2023.
The plant produces 28-nano process products. It is expected to mainly produce image sensors and display driver ICs (DDI). There is also the possibility of introducing a 22-nano process in the future. The Economic Daily said that all of the P6 plants will be produced by Samsung. Samsung Electronics recently signed a 28-nano process image sensor foundry contract with UMC.
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UMC’s planned investment this year was about 1.5 billion dollars (about 1.7 trillion won). If 400 units are purchased, UMC’s total investment this year is expected to significantly exceed this. Samsung Electronics did not disclose a separate position on the Taiwanese report. In addition to UMC, Samsung Electronics is also considering cooperation plans with US Global Foundry (GF).
According to the industry, the supply of Samsung Electronics image sensors is in a different situation compared to the recent demand. It is reported that display driver ICs (DDI) other than CIS is also supplied, so they cannot be supplied properly.
According to Taiwan’s Industrial and Commercial Times, Han Jong-hee, head of Samsung Electronics’ VD business division (president), visited Taiwan on the 12th and had meetings with display semiconductor companies such as MediaTek and Novatech as well as panel companies such as AUO.
According to the market research firm Trend Force, the foundry industry shares in the first quarter of this year were TSMC (54.1%), Samsung Electronics (15.9%), Global Foundry (7.7%), UMC (7.4%), and SMIC (4.5%).
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//Via
