[ad_1]
In front of the Samsung office building in Seocho-dong, Seoul. Yunhap news
The absence of Vice Chairman Lee Jae-yong from Samsung Electronics is expected to put great pressure on Samsung Electronics’ new business direction and investment decisions.
According to reports and industry sources in Nihon Keizai newspaper on the 12th, TSMC will invest 20 billion yen (about 21.1 billion won) to establish a semiconductor back-end development company in Tsukuba, prefecture. from Ibaraki, Japan. To this end, TSMC will decide on a plan to enter Japan through the board of directors soon, and will announce it this week.
TSMC’s aggressive investment is a bold move to make the leap to the unparalleled leader in this field, while Samsung’s investment decision is delayed as the global semiconductor market suffers a supply shortage due to a surge 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-nanoparticle smelter plant in Arizona, USA, at a cost of $ 12 billion (about 1.3 trillion won). The plant will have a production capacity of 20,000 sheets per month based on 300mm (12-inch) wafers and will have Nvidia and Apple as the main suppliers. According to recent reports from the Taiwanese media, TSMC has also begun work to secure 300 employees at the plant.
On the other hand, a national stock market said that Samsung Electronics plans to invest 36 trillion won this year. According to a Samsung Jeongja official, it is known that a specific investment plan has not yet been drawn up.
Samsung is reported to be expected to invest 11 trillion won in TSMC’s foundry field, which is one-third of TSMC’s.
The absence of Samsung Electronics VP Lee Jae-yong is crucial as Samsung Electronics’ investment decision is delayed and there is no progress.
Recently, Vice President Lee sent an imprisonment message saying, “Regardless of the situation I’m in, Samsung should go the way it should,” but said the owner’s bold investment decision is inevitable.
An official from a leading trading 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’m afraid there will be a time when domestic companies will cut themselves off, starting with Samsung. “
