“We plan to expand our capacity about three times by 2026 to meet customers’ needs as much as possible by expanding capacity in Pyeongtaek as well as considering establishing a new plant in the U.S.,” says Samsung’s Han Seung-hoo.
Han said that Samsung will be producing 3nm foundry chips in H1 2022 and expects to have a second generation 3nm process in 2023.
“The foundry business is expected to continue to deliver strong improvements in results by securing technology leadership through 3-nm gate-all-around (GAA) process and by meeting demand through active investments,” says Han.
TSMC has a foundry market share of 53%, Samsung has 17% and GloFo has 6%.
According to TrendForce, 2022 foundry revenue will be $117 billion.