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As the foundry field, which makes semiconductors according to the designs ordered by each company, is growing rapidly, Samsung Electronics will soon determine the site where it will build its 20 trillion won factory in the United States. TSMC and Intel in the same industry also announced large investment plans, and competition in the market is fierce.



Correspondent Lee Seong-hoon.



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Last May, Samsung promised to invest 20 trillion won in foundry in the US.



[Biden/President of the United States: Thank you very much. I think it will be a great collaboration.]



After that, the candidates were narrowed down to two cities, Austin and Taylor, Texas.



However, as it was confirmed that Samsung recently withdrew some of the application for tax relief for the Austin city project submitted to the Texas state government, the city of Taylor emerged as the most likely candidate.



[Ahn Ki-hyun / Executive Vice President of the Korea Semiconductor Industry Association: Because it is close to the Austin factory, it is a good location to operate efficiently. Semiconductors basically require a smooth supply of electricity and water. Some advantage in this area... .]



Although there was a request from the US, Samsung's active investment was due to the urgent need to secure competitiveness in the non-memory sector as the concentration of memory in semiconductor sales reached 80%.



Capex from competitors is also fast and aggressive.



Taiwan's TSMC, the overwhelming No. 1 in the foundry sector, has announced an investment plan worth 110 trillion won in Europe, while Intel, which has announced its re-entry into foundries, has announced its re-entry into Arizona and Kumamoto Prefecture in Japan.



As global IT companies began designing optimized semiconductors, the market grew rapidly, and foundry companies took the lead.



[Kim Jung-ho/Professor of Electrical and Electronic Engineering at KAIST: Amazon, Tesla, Google, Nvidia, and Apple are all designing semiconductors directly.

Demand for semiconductors (foundry) is expected to continue to increase.] There



is also an observation that Samsung Electronics Vice Chairman Lee Jae-yong, who has been on a business trip to the United States for the first time in five years, will finalize the plant site.



(Video editing: Ha Seong-won)