Samsung Semiconductor Investment in Pyeongtaek? "Equipment Order for Taylor, USA Imminent"

[Financial News] It is reported that Samsung Electronics will soon order equipment for the semiconductor plant in Taylor, Texas, USA, raising expectations of benefits among equipment partners. Companies such as Shinsung E&G, Eugene Tech, and Park Systems, which supply related equipment from cleanrooms to heat treatment, are expected to actively pursue orders in line with Samsung Electronics' factory mass production push.  
■ Equipment order delayed over a year, signs of resumption after Tesla contract
According to the industry on the 11th, Samsung Electronics plans to complete the cleanroom construction of the Taylor semiconductor plant by October. A cleanroom is a clean space where semiconductors are made. Typically, after completing cleanroom construction, △process automation equipment △front-end process equipment such as lithography and deposition △inspection equipment such as measurement △peripheral devices such as gas purification are introduced into the cleanroom.
The Taylor plant under construction by Samsung Electronics will focus on semiconductor foundry production. To this end, Samsung Electronics has decided to invest a total of 37 billion dollars (about 52 trillion won) in the Taylor plant. The schedule, which was initially expected to order equipment in the second half of last year, has been delayed by more than a year because Samsung Electronics failed to secure semiconductor clients in the US.
However, as Samsung Electronics recently secured a large volume of semiconductor supply from Tesla, this uncertainty has disappeared. Samsung Electronics announced on the 28th of last month that it had signed a contract to supply semiconductors worth as much as 23 trillion won to Tesla. Considering that the contract period is until 2033, stable sales are secured for the next eight years. In response, Samsung Electronics is accelerating preparations for mass production at the Taylor plant. 
■ Eugene Tech, Park Systems, etc. expected to benefit as equipment partners
As a result, there is an atmosphere among Samsung Electronics' semiconductor equipment partners to be fully prepared for the upcoming equipment orders. First, Hanyang ENG, Shinsung E&G, etc., are already known to be delivering cleanroom equipment and facilities to the Taylor plant after signing supply contracts with Samsung Electronics.
Following cleanroom equipment, SFA, and Loche Systems are in a strong position to win orders for process automation equipment that transports, classifies, and stores semiconductor wafers (disks) inside the cleanroom. In the deposition equipment sector, which coats necessary materials on semiconductor wafers, Eugene Tech, Wonik IPS, and TES are expected to benefit. HPSP and AP Systems are showing strength in heat treatment equipment, including annealing.
Park Systems is expected to supply equipment (atomic microscopes) that precisely measures the circuit line width formed at the nanometer (nm, one billionth of a meter) level on semiconductor wafers. In addition, △Justem (humidity control device) △Global Standard Technology (gas purification device) △LOT Vacuum (vacuum pump) △STI (chemical supply device) are expected to benefit.
An industry official said, "As Samsung Electronics recently secured semiconductor orders from big tech companies such as Tesla and Apple in the US, the investment in the Taylor plant is accelerating," adding, "With SK Hynix continuing its high-bandwidth memory (HBM) expansion investment in Korea, there is a growing atmosphere of performance improvement expectations among semiconductor equipment companies."


butter@fnnews.com Kang Kyung-rae Reporter