TL;DR: Samsung is reportedly weighing a shift of general-purpose DRAM and NAND packaging and testing from its Cheonan and Onyang plants in South Korea to Vietnam, freeing up Korean capacity for AI-driven HBM memory. The plan leans on a 1.5 billion USD test facility already under construction in Thai Nguyen province.
Samsung Vietnam semiconductor plans just got a lot more concrete. According to DealSite, reported by CafeF on August 20, 2026, Samsung Electronics is considering moving part of its packaging and testing operations for general-purpose DRAM and NAND flash from its Cheonan and Onyang plants in South Korea to Vietnam.
The move would free up advanced packaging capacity in Korea, which Samsung increasingly wants to reserve for HBM, the high-bandwidth memory now in heavy demand thanks to the artificial intelligence buildout. The plan is still at the consideration stage and has not been confirmed by Samsung.
Contents
- What is the Samsung Vietnam semiconductor facility Samsung is building?
- Why is Samsung considering this shift now?
- What does this mean for Vietnam's FDI and data infrastructure?
- Frequently Asked Questions
What Is the Samsung Vietnam Semiconductor Facility Samsung Is Building?
Samsung is already building a 1.5 billion USD semiconductor test facility at Yen Binh Industrial Park in Thai Nguyen province, expected to begin operations around November 2027. The plant is designed for traditional memory products, with maximum annual capacity estimated at 153.3 billion GB of DRAM and 255.6 billion GB of NAND flash.
Taking on packaging and testing work transferred from Cheonan and Onyang would give this Samsung Vietnam semiconductor site a clearer role in Samsung's global memory supply chain, expanding back-end capacity for conventional products outside South Korea for the first time at this scale.
Samsung has also built out the corporate structure to support this: in the first quarter of 2026, it established Samsung Vietnam Semiconductor, abbreviated SVS, and added it to the group's list of consolidated subsidiaries. Samsung's own quarterly filings identify SVS as a subsidiary operating in semiconductor manufacturing.
Why Is Samsung Considering This Shift Now?
The driver is HBM demand, not a retreat from conventional memory. As AI infrastructure buildouts push HBM orders higher, Samsung wants its most advanced Korean packaging lines dedicated to the highest-value product, which means lower-margin general-purpose DRAM and NAND packaging needs somewhere else to go.
Vietnam has spent years building the industrial real estate, logistics, and skilled labor base that makes this kind of transfer plausible. Our coverage of Vietnam's industrial real estate FDI boom in 2026 outlines how park-level infrastructure investment has kept pace with exactly this kind of demand from large electronics manufacturers.
A Japanese outlet cited on CafeF separately argued the broader chip industry boom is pushing Vietnam closer to high-income country status, and a confirmed Samsung Vietnam semiconductor transfer would be one of the clearer, more measurable data points behind that argument, alongside continued growth in the skilled technical workforce discussed in our analysis of Vietnam's AI skills target for 2030.
What Does This Mean for Vietnam's FDI and Data Infrastructure?
For companies tracking Vietnam's FDI trends, a Samsung Vietnam semiconductor transfer of this scale would rank among the more significant single moves of the year, both because of Samsung's size and because it would formalize Vietnam's role in a specific tier of the global memory supply chain rather than only assembly.
Enterprise teams tracking industrial land use, zoning, and facility-level investment in provinces like Thai Nguyen benefit from having structured, verifiable data on where capital is actually landing, rather than relying on press coverage alone to piece together a picture of Vietnam's semiconductor buildout.
If it goes ahead, a Samsung Vietnam semiconductor transfer of this kind would also be notable for how it is structured: rather than a brand-new greenfield announcement, it repurposes an already-committed 1.5 billion USD facility, which lowers execution risk relative to a fresh site selection process and gives Vietnam a faster path to capturing the additional back-end capacity.
Frequently Asked Questions
Has Samsung confirmed the Vietnam semiconductor shift?
No. As of August 20, 2026, the plan is still under internal consideration and reported via DealSite through CafeF; Samsung has not publicly confirmed it.
What is Samsung Vietnam Semiconductor (SVS)?
SVS is a Samsung subsidiary established in the first quarter of 2026 and listed among its consolidated companies, set up to operate the group's semiconductor manufacturing activity in Vietnam.
How big is Samsung's semiconductor test facility in Thai Nguyen?
The facility represents a 1.5 billion USD investment at Yen Binh Industrial Park, targeting a maximum annual capacity of 153.3 billion GB of DRAM and 255.6 billion GB of NAND flash, with operations expected from around November 2027.
Why would Samsung move packaging out of South Korea?
To free up advanced packaging capacity at its Cheonan and Onyang plants for HBM, the high-bandwidth memory in high demand from AI infrastructure buildouts, while shifting lower-margin general-purpose DRAM and NAND packaging elsewhere.
Tracking FDI moves like this Samsung Vietnam semiconductor plan requires reliable, location-level data on industrial land, ownership, and permits. DataCore's Cadastral Services give analysts and enterprise teams direct access to verified land and property data across Vietnam's industrial zones, making it easier to follow where FDI capital is actually landing.
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