胡志明市/首尔 —— 三星电机计划到2028年在韩国和越南的半导体基板领域投资近50亿美元，进一步深化了这个东南亚国家在为人工智能服务器和高性能计算生产关键零部件方面的角色。
HO CHI MINH CITY/SEOUL -- Samsung Electro-Mechanics is investing nearly $5 billion by 2028 in semiconductor substrates in South Korea and Vietnam, deepening the Southeast Asian country's role in producing key components for artificial intelligence servers and high-performance computing.
韩国三星集团旗下的零部件子公司三星电机上周披露了两项关于倒装芯片球栅阵列（FC-BGA）基板的投资，该基板用于人工智能服务器、机器人和智能汽车的芯片。一项是在位于韩国世宗的国内工厂投资4.27万亿韩元（约合32亿美元），这是该公司有史以来单一产品的最大投资额。另一项是向其越南子公司投资2.51万亿韩元（约合18.7亿美元）。
Samsung Electro-Mechanics, the components arm of South Korea's Samsung conglomerate, disclosed a pair of investments last week in flip-chip ball grid array (FC-BGA) substrates, used in chips for AI servers, robots and smart cars. One was for 4.27 trillion won ($3.2 billion) at its domestic Sejong factory, the company's largest-ever outlay for a single product. The other was for 2.51 trillion won ($1.87 billion) at its Vietnam subsidiary.
该公司2022年表示将在位于越南北部的太原省测试该基板。如今该工厂的扩建表明测试达到了预期，使其能够转入量产。
The company said in 2022 it would test the substrates in Thai Nguyen, located in northern Vietnam. Now the facility's expansion suggests the tests met expectations, allowing it to move into mass production.
这一举措是三星升级其越南业务的最新一步。自2008年凭借一家手机工厂进军越南以来，该集团已扩展至智能手机、显示屏和电子元器件领域。FC-BGA基板的生产代表了向芯片价值链上游迈进，并凸显了越南在三星全球制造网络中日益增长的作用。
The move is Samsung's latest step in upgrading its Vietnam operations. Since entering the country with a mobile-phone factory in 2008, the group has expanded into smartphones, displays and electronic components. Production of FC-BGA substrates represents a shift up the chip value chain and underscores Vietnam's growing role in Samsung's global manufacturing network.
部分资金将来自科技巨头。三星表示，新投资“基于与全球大型科技和半导体客户的中长期合作伙伴关系”，这些客户将提供“财务支持”和订单担保。公司未透露这些企业的名称，也未详细说明其出资金额。
Some of the cash will come from tech giants. The new investments are "based on medium- to long-term partnerships with global big tech and semiconductor clients" that will provide "financial support" and order guarantees, Samsung said. It did not name the businesses nor detail how much they would contribute.
尽管投资者对人工智能数据中心热潮的可持续性以及支撑许多项目日益复杂的融资安排感到担忧，三星依然保持乐观。三星表示，该热潮将持续2至3年。
Samsung has remained bullish despite investor concerns over the sustainability of the AI data-center boom and the increasingly complex financing arrangements underpinning many projects. Samsung said the boom will continue for 2 to 3 years.
在泰国阮省，三星获得批准生产“超大型FC-BGA”基板，据7月24日向当局提交的文件显示，该芯片部件也可用于机器人和智能汽车。制造商表示，国防工业、AI服务器和高性能计算也将产生需求。
In Thai Nguyen province, Samsung won approval to make "ultra large FC-BGA" substrates, according to a July 24 filing with authorities, which said the chip parts also could serve robots and smart cars. There will be demand from the defense industry, AI servers, and high-performance computing, as well, the manufacturer said.
这一批准凸显了随着AI工作负载日益复杂，对更先进封装技术的需求不断增长。
The approval highlights growing demand for more advanced packaging technologies as AI workloads become increasingly complex.
三星表示：“AI半导体正朝着集成高性能芯片以实现高速计算和大容量数据处理的方向发展，因此FC-BGA也正变得更加先进，呈现大面积、高多层和高集成度结构，基板需求呈‘爆发式增长’。”
"AI semiconductors are developing in the direction of integrating high-performance chips for high-speed computation and large-capacity data processing, and as a result, FC-BGA is also becoming more advanced with large-area, high-multilayer, and high-integration structures," Samsung said of the "explosive growth" in substrate demand.
越南的半导体雄心主要集中在封装、测试及相关组件领域，而非芯片生产。但包括三星、英特尔和安靠科技在内的企业投资，已助力该国迈向供应链更先进的细分环节。
Vietnam's semiconductor ambitions have largely focused on packaging, testing and related components rather than chip production. But investments by companies including Samsung, Intel and Amkor Technology have helped the country move into more advanced segments of the supply chain.
三星表示，在其双轨FC-BGA战略中，首尔以南的世宗将负责高附加值、高复杂度的生产，而泰国阮省将提供稳定供应，以满足全球产量需求并提高效率。
In Samsung's two-front FC-BGA strategy, Sejong, south of Seoul, will handle high-value and highly-complex production while Thai Nguyen will provide stable supply to serve global volume and increase efficiency, the company said.
位于泰国阮省的三星当地子公司三星电机越南公司，正在扩大FC-BGA基板产能，以应对AI相关半导体组件需求的增长。
Samsung's local unit Samsung Electro-Mechanics Vietnam in Thai Nguyen province, where the South Korean conglomerate is expanding production of FC-BGA substrates as demand for AI-related semiconductor components grows.
同一周，美国芯片制造商博通与日本凸版控股的合资企业在新加坡开设了首家高端FC-BGA基板工厂。
The plans were announced in the same week that a joint venture between U.S. chipmaker Broadcom and Japan's Toppan Holdings opened Singapore's first high-end FC-BGA substrate plant.
韩国LG在7月也采取双管齐下的策略，向其越南业务注资10亿美元用于球栅阵列和系统级封装模块，同时将高附加值生产和基板研发保留在韩国龟尾。
South Korea's LG in July also took a two-prong approach, injecting $1 billion into its Vietnam operations for ball grid arrays and systems-in-package modules, while keeping high-value production and substrate development in Gumi, South Korea.
这些投资共同凸显了越南正逐步成为先进制半导体封装和基板的关键制造基地的趋势，尽管最先进的生产仍高度集中在韩国、台湾和日本。
Together, the investments underscore how Vietnam is emerging as a key manufacturing base for advanced semiconductor packaging and substrates, even as the most sophisticated production remains concentrated in South Korea, Taiwan and Japan.
三星电机首席执行官张德贤表示，随着行业需求的激增，“高附加值的半导体基板正日益成为决定半导体性能和供应链稳定性的关键组件。”
Samsung Electro-Mechanics CEO Chang Duck-hyun said that as industry demand takes off, "high-value-added semiconductor substrates are becoming increasingly important as key components that determine semiconductor performance and supply chain stability."