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● Samsung Foundry: Game Changer

Key insights into the cost burden of US factories, uncertainties in the global semiconductor market, and internal conflicts between TSMC and Samsung Electronics.

[1] The Burden of Building US Factories and Global Manufacturing Cost Issues

Building a factory in the US is not a simple expansion, but a massive economic endeavor in terms of cost burden.
With most production facilities concentrated in China, relocating production bases to the US is a major challenge for the global economy.
Korea and Taiwan also face difficulties in operating production plants in the US due to the same cost issues.

[2] TSMC’s Quarterly Earnings Announcement and US Factory Deficit Issue

TSMC’s recent quarterly earnings announcement revealed the shocking news that its US factory is running at a deficit.
This result suggests that production investments in the US are economically burdensome, and companies are reassessing cost-effectiveness.
This reality can have a significant impact not only on the US but also on the global semiconductor market as a whole.

[3] Samsung Electronics’ Internal Situation and US Factory Delays

Looking at Samsung Electronics’ internal situation, the company inevitably continues to choose delays in the construction or relocation of its US factory.
The company is making various excuses to avoid cost burdens and risks.
This demonstrates how technology conglomerates in the global economy are carefully selecting the optimal production base.

[4] Future Prospects and Global Economic Response Strategies

The economic outlook remains unstable as companies in the US, Korea, and Taiwan consider cost issues, production efficiency, and political risks.
In the global economy, the introduction of highly efficient production processes and cost optimization are emerging as key topics for sustainable growth strategies.
In addition, each company is seeking internal restructuring and diversification of overseas production bases to respond quickly to market volatility.

Summary

Building factories in the US faces difficulties due to cost burdens, and TSMC’s quarterly earnings announcement revealed that the US factory is running at a deficit, causing a major impact on the global semiconductor market.
Samsung Electronics’ internal situation also reflects the reality that it has no choice but to continue delaying the US factory, and both Korea and Taiwan are facing similar situations due to cost issues.
In the global economy, highly efficient production processes and cost optimization strategies are becoming important, and attention should be paid to the impact of these issues on the US, Korean, Taiwanese, and global semiconductor markets.
Key words: global economy, semiconductor, US factory, TSMC, Samsung Electronics.

[Related Articles…]
The Truth About Building US Factories
The Ripple Effect of TSMC's Earnings Announcement

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