047270.KS#73
Thesis
Samsung's $1.5B Vietnam investment will compete directly with Hana Micron's captive Samsung memory packaging/test operations, long-term negative for Hana
By @ParadisLabs · View post ↗
Original post text
Hana Micron: Samsung to invest $1.5B in Vietnam for semis testing plant. With operations set to start in November 2027. This is bad for Hana long-term: Their Vietnam operations are mainly a Samsung memory captive - packaging + test on legacy DRAM/NAND.
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T0 Price: —
Created: 2026-05-28 18:37:59
Scored: —
Updated: 2026-05-28T18:38:36.583437+00:00