The United States has embarked on a journey of technological sovereignty. It has some of the largest and most cutting-edge technology companiesbut they depend on foreign companies. That’s why, Appield Materials has put 5 billion dollars on the table seeking US technological hegemony. And, in this ambitious project, it is not an American who has slipped in as founding partner of the EPIC Center.
It’s Samsung.
EPIC. It’s a “modest” name for a $5 billion facility that will be in the heart of Silicon Valley. The name comes from Equipment and Process Innovation and Commercialization and is the spearhead of American investment in research and development of advanced semiconductor equipment.
Its objective is to accelerate the development of equipment and processes to create advanced memory chips, shortening traditional cycles when developing cutting-edge chips. The installation is imposingwith more than 16,700 m² of clean room and is expected to come into operation this spring.
Samsung. And, in that ambitious objective, is the South Korean company. The alliance is to address one of the semiconductor industry’s most important challenges: the long time required to bring new chip technologies to market. from research to production. The EPIC Center is not a competition for the European ASMLbut something complementary to shorten those processes that can take between 10 and 15 years.
And Samsung will be there as one of the founding partners. Samsung Electronics CEO Young Hyun Jun commented that the collaboration will allow “advance in cutting-edge semiconductor equipment technologies.”
The EPIC Center
Expansion. Samsung is one of the most important foundries in the world and, in the era of artificial intelligence, it is consolidating itself as a pillar by being the first that will supply NVIDIA of the new HBM4 memories. Its presence at the EPIC Center seems like a key strategic move, but it is not the only advance that the company has recently made on American soil.
In that pursuit of creating high-bandwidth memory and advanced systems, Samsung has a facility in TaylorTexas, to advance the production of 2 nanometer chips.
Foreign industrial fabric. One of Donald Trump’s goals was to recover the American industrial fabric with American companies and American labor. That’s why he ‘rescued’ Intel a few months ago with the aim that the company was his great foundry. And it is having its fruits: Intel has risen from the ashes with new advanced processors and is positioning itself to supply both NVIDIA and Apple.
However, what is also arriving is foreign muscle like Samsung and something more serious: TSMC. The Taiwanese giant is the company on which the entire semiconductor and device industry pivots, and it is increasingly becoming making more land in the United States to manufacture in the country and continue with a diversification project which includes Europe.
That is to say, the United States is reindustrializing and is taking steps to have an authoritative voice in the semiconductor manufacturing industry, but much of that muscle belongs to the same old foreign companies… that will simply now also produce in the United States.
HBM4. Meanwhile, Samsung continues to do its thing. Not only are they at full production HBM4 memoriesbut also investigating the possible replacement for that technology: DRAM memories in which Intel and SoftBank are also taking steps.
And in addition to their own Exynos for their mobiles, there are sources who claim that ByteDance, TikTok’s parent company, is developing its own chip for artificial intelligence and is in talks with Samsung for it to be manufactured.
Images | Applied Materials (edited)
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