[Samsung Preemptively Positions for HBM Demand Surge, Plans to Convert NRD-K Line 2 for cHBM and HBM5 Base Chip Expansion] BlockBeats News, August 14: Analyst Jukan, citing Korean media, reported that Samsung Electronics is considering repurposing the NRD-K Line 2 at its semiconductor R&D complex in Giheung from research and development to a foundry production line. This move aims to expand 2nm production capacity, specifically for manufacturing 2nm base chips used in HBM, with a focus on meeting the cHBM and HBM5 demand from clients like NVIDIA. The line is expected to commence operations in the second half of 2028, operating under a Send Fab model—receiving wafers from other mass production lines and performing specific auxiliary processing steps. NRD-K is Samsung's most advanced integrated R&D complex, built with an investment of approximately 20 trillion KRW and planned to house three production lines. Line 1 is scheduled for completion by the end of 2024. This adjustment reflects Samsung's proactive positioning in response to the surge in HBM demand driven by AI infrastructure. By prioritizing the adoption of 2nm processes for custom HBM and HBM5, Samsung aims to maintain its competitive edge in the performance race for advanced packaging base chips. Industry experts believe that the line's relatively small scale makes it suitable for a Send Fab role, but with about two years remaining before its activation, its ultimate purpose may be adjusted based on market dynamics. Equipment procurement orders have not yet been officially issued. Previously, the line was considered for DRAM mass production, but DRAM capacity has since been further consolidated at the Pyeongtaek campus. This production line adjustment further underscores the trend toward customization and advanced process development for HBM base chips. [Original Article Link]