[News] Samsung Reportedly Plans KRW 46T Onyang HBM Hub with Five Lines, Moves Up Operations by One Year to 2028

What happened

According to Chosun Biz, Samsung Electronics Chairman Lee Jae-yong outlined plans to transform the Onyang Campus in Asan, South Chungcheong Province, into a major HBM production hub, with operations at its new facility moved up by about a year to June 2028; Asia Business Daily separately reports that HBM mass production is expected to begin in May 2029. Per Yonhap News, Samsung plans to invest KRW 46 trillion to establish five HBM production lines at Onyang, including KRW 6 trillion for factory construction and KRW 40 trillion for advanced equipment, with spending to be carried out in phases; upon completion, the Onyang Campus's total floor area will increase from 270,000 to 420,000 square meters, roughly 1.6 times its current size. The new Line 5 facility will feature three floors of cleanroom space totaling approximately 31,000 square meters; according to Chosun Biz, it is expected to produce next-generation HBM products including seventh-generation HBM4E, as Samsung seeks to secure advanced packaging capacity amid rising demand for AI server memory. Separately, Seoul Economic Daily reports Samsung has raised its broader investment plan for Onyang and Cheonan from KRW 56 trillion to KRW 60 trillion to strengthen HBM production and advanced packaging capabilities across both sites. Per an earlier report by The Elec, Samsung is reportedly reallocating space and equipment at its Cheonan and Onyang sites toward advanced packaging, including HBM, while outsourcing more conventional memory module production. Reuters reports the Onyang expansion is part of broader investment plans announced by Samsung affiliates in July, supporting South Korea's industrial development initiative in the Chungcheong region, where the government is working with Samsung, SK hynix and other companies on projects spanning semiconductors, physical AI, and AI data centers. The source cites surging demand for AI chips as the cause.

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Source and time

Source: TrendForce · 11/11/2026 · View original source