Samsung affiliates are reported to plan 12.26 trillion won (US$9.15 billion) in semiconductor investment across Vietnam and South Korea, with nearly 8 trillion won (US$5.99 billion) earmarked for Vietnam. The plans cover two different activities: Samsung Electronics memory-chip testing in Thai Nguyen and Samsung Electro-Mechanics FCBGA substrate production in Vietnam and Sejong. These are planned investments, not money already spent.
How much is Samsung investing in Vietnam?
According to The Korea Herald, as reported by ANI/The Economic Times, the affiliates’ combined plan totals 12.26 trillion won (US$9.15 billion), of which nearly 8 trillion won (US$5.99 billion) is earmarked for Vietnam. The total combines separate projects by Samsung Electronics and Samsung Electro-Mechanics; it is not a single project or a reported completed outlay. The Korea Herald report as relayed by The Economic Times.
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What are the two projects?
| Affiliate and work | Location and reported amount | Target timing | Evidence |
|---|---|---|---|
| Samsung Electronics: final testing of DRAM and NAND memory chips | Thai Nguyen, Vietnam; 105.79 trillion dong (US$4.09 billion) | First line targeted to begin operations in Q4 2027; another planned for 2028 | News report citing an investment plan submitted to local authorities; the underlying plan was not retrieved. |
| Samsung Electro-Mechanics: FCBGA substrate capacity expansion | Sejong, South Korea: 4.27 trillion won; Vietnam: about 2.51 trillion won; 6.78 trillion won total | Sejong mass production targeted for September 2028; Vietnam facility completion and operation targeted by June 2030 | Samsung Electro-Mechanics company announcement. |
The figures and dates are announced or reported plans and targets, not guarantees of final spending or schedules. The published currency conversions are retained as reported rather than recalculated.
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What will Samsung make or do in Vietnam?
Memory-chip testing in Thai Nguyen
The reported Samsung Electronics project is for final testing of DRAM and NAND after the chips are packaged at Samsung’s Cheonan plant in South Korea. The Korea Herald, as reported by ANI/The Economic Times, attributes the 105.79 trillion dong (US$4.09 billion) plan and target schedule to an investment submission to local authorities. The reporting says 66.64 trillion dong (US$2.58 billion), or 63% of that planned investment, is expected to come from reinvested profits from Samsung’s local operations; this is a reported expectation, not an independently checked financing disclosure. The Korea Herald report as relayed by The Economic Times.
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FCBGA substrates in Vietnam
Samsung Electro-Mechanics separately plans to expand production of FCBGA substrates in Vietnam and Sejong. The company says these substrates connect high-performance processors—including AI accelerators, GPUs and CPUs—to circuit boards, carrying electrical signals and power. It links the capacity expansion to demand from AI servers. Samsung Electro-Mechanics announcement Company explanation of FCBGA substrates and demand.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Is Samsung moving chip manufacturing to Vietnam?
The reported Samsung Electronics investment is for testing, not wafer fabrication. The report says the memory chips will be packaged in Cheonan, South Korea, before final testing in Thai Nguyen, and explicitly characterizes the plan as expanding testing overseas rather than shifting wafer manufacturing. It does not establish that wafer production is moving to Vietnam. The Korea Herald report as relayed by The Economic Times.
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What is still unknown?
- Samsung has not disclosed how memory-testing volumes will be divided between Vietnam and South Korea, so the plans do not establish a specific transfer volume or indicate that Korean facilities will close. The Korea Herald report as relayed by The Economic Times.
- The actual schedule, final spending and eventual production volumes may differ from the targets announced or reported.
- How much the projects will deepen Vietnam’s local materials and equipment supplier base is not established. A concern about local supplier participation was attributed in the report to an unnamed industry source, rather than presented as a measured outcome. The Korea Herald report as relayed by The Economic Times.
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