Samsung P5 Phase 1 Nears $6.8 Billion in Equipment Orders

Phase 1 could begin operating in 2027
P5 will contain six cleanrooms across three floors and is designed to deliver more than 50% greater capacity than Samsung’s existing fabs
It will produce advanced DRAM and HBM, with foundry capacity also under consideration
Samsung holds approximately $99 billion in cash and short-term investments, $80 billion in net cash, and generated around $27 billion in operating cash flow in the first quarter alone
The company is in a prime position to deploy massive capex and take advantage of the current pricing environment across memory, advanced packaging, and logic foundry