Samsung plans to build a new DRAM factory on the Giheung campus in Yongin, which could output around 100,000 wafers per month.

According to KEDGlobal, Samsung is scrapping its R&D ambitions and betting on brute production instead. The company’s new DRAM factory, set to rise on the Giheung campus in Yongin, will crank out 100,000 wafers per month when it’s running.

Korean businessman Lee Byung-chull built it in 1987 and told his people to embrace “infinite exploration.” Samsung demolished it late last year; the plan was to replace it with two R&D buildings but that plan is now dead.

HBM demand has grown so quickly that DRAM makers can’t keep pace, and the shortage is bleeding into commodity chips used in phones and laptops.

Counterpoint Research reports that the global DRAM market revenue is projected to surge from $150 billion (223 trillion won) this year to $210 billion (312 trillion won) due to skyrocketing product prices.

Samsung’s internal team is already formed and eyeing a Q3 groundbreak. The company is even considering tearing down existing Giheung buildings to make room for auxiliary production infrastructure.

The company’s new DRAM factory joins a broader capacity push at Pyeongtaek, where Line 4 is getting a 100,000-wafer-per-month HBM4-capable production line.

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