Bullish
Samsung Repurposes NRD-K Line for 2nm HBM, Targeting 2028 Launch
14:20
Samsung converts Gyeonggi R&D line to foundry for 2nm HBM chips, aiming for late 2028 operation via Send-Fab model to meet AI demand.
Woofun AI reports that Samsung Electronics is redesignating its Line NRD-K 2 in the Gyeonggi-do R&D complex from a research facility to a wafer foundry line. The facility will focus on producing 2nm-based chips for NVIDIA's HBM applications, with operations expected to commence in the second half of 2028. The line will operate under a 'Send-Fab' model, processing wafers received from other mass production lines. This adjustment addresses growing HBM demand driven by AI infrastructure investments, prioritizing custom HBM and HBM5 products. While previously considered for DRAM, capacity is now concentrated in Pyeongtaek. Equipment orders remain unissued, and the final purpose may shift based on market conditions.
WOOFUN AI
Impact Assessment · Quick Read
Repurposing an R&D line for 2nm HBM signals Samsung's urgent pivot to capture high-margin AI memory market share. The 'Send-Fab' approach allows rapid deployment without full capital expenditure, though the small scale limits immediate volume impact. Success depends on maintaining technological parity with competitors in the critical 2nm node for HBM5.
Generated by WOOFUN AI · For reference only, not investment advice
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