00:03한국의 시장에서의 기술을 통해
00:07한국의 시장에서의 기술을 통해
00:07한국의 시장에서의 기술을 통해
00:08한국의 시장에서의 기술을 통해
00:09삼성전자에게는 30 trillion won
00:12roughly 22 billion US dollars
00:14to build an advanced foundry fab
00:16in Gihung under its Kairos project
00:19The new facility targets
00:212 and 4 nanometer processes
00:23with groundbreaking expected in 2028
00:25The investment signals Samsung's intent
00:28to reclaim foundry leadership
00:30as global demand for advanced chips intensifies
00:33Samsung has operated its Gihung campus
00:36as a core semiconductor hub since 1983
00:39but has not seen a full technology generation upgrade
00:43at this scale in over two decades
00:45The Kairos project pivots the campus
00:47toward advanced logic
00:49while simultaneously expanding HBM memory capacity
00:52The move comes as competition from TSMC
00:56and SK Hynix intensifies
00:58on both foundry and high bandwidth memory fronts
01:01Here's what the numbers show
01:0230 trillion won, approximately 22 billion US dollars
01:06in projected investment
01:08makes Kairos one of the largest
01:10single campus semiconductor CapEx commitments
01:12in Samsung's history
01:14The fab targets 2 and 4 nanometer logic
01:17using 5 layer EUV lithography
01:20bringing Samsung's leading edge capability
01:23to Gihung at a scale the campus has not seen before
01:26Groundbreaking is set in 2028
01:29putting Samsung's production ramp
01:31in direct competition with TSMC's planned expansions
01:35over the same period
01:35HBM equipment upgrades are included
01:38allowing Samsung to consolidate AI memory
01:41and logic production under one campus umbrella
01:44Separately, Hanwha Aerospace will build
01:47a domestic launch vehicle production base
01:49in Changwon targeting the commercial space market
01:51by 2029 with its 75-ton engine platform
01:56So, what does this mean for supply chain managers
01:58and industry analysts?
02:00Earlier, we said Samsung is committing
02:0230 trillion won to Gihung
02:04Here's what that actually means for you
02:06The Kairos project signals Samsung
02:09is betting its foundry recovery
02:11on a combined logic and memory campus model
02:14a structural departure from TSMC's pure-play approach
02:18If the 2028 groundbreaking holds
02:20Gihung could begin reshaping the competitive dynamics
02:24at the advanced node level by 2030
02:27Watch for Samsung anchor customer commitments
02:29before the 2028 groundbreaking
02:31Those deals are the leading indicator
02:34for whether Kairos stays on schedule
02:36Watch TSMC's strategic response
02:39as Samsung's simultaneous HBM
02:41and Logic CapEx announcement
02:43resets the competitive calculus
02:45Watch Hanwha Aerospace's Changwon facility
02:48for its first confirmed launch vehicle order
02:51which would mark Korea's commercial space sector debut
02:54That's today's AI Prism, Industry Daily
02:57This episode was produced with AI Assistants
03:00based on Seoul Economic Daily reporting
03:02and reviewed by a human editor
03:04AI Prism is a Juan Ifra award-winning series
03:07We'll be back tomorrow
