Apart from TSMC, Samsung is apparently pushing the pedal for manufacturing in America, as the Korean giant resumes investments into its Taylor facility.
Samsung Hopes To Compete With TSMC In The Race For Manufacturing In The US
Samsung’s plans for the US have seen adjustments over time, given that the Korean giant’s foundry business has been sluggish for the past few quarters, so US investments have been minimal. However, with the Trump administration’s push for the ‘Made in USA’ narrative, along with the interest in Samsung’s 2nm node amongst American customers, it is reported by ETNews that the Korean giant has resumed investments in its Taylor facility. This will include personnel deployment, integration of new foundry equipment, and more importantly, prepping for 2nm production.
Samsung has reportedly completed the personnel selection for its Taylor facility, and they will be deployed in two phases, starting from September and then by November. More importantly, there’s a new ‘Head of Foundry’ at Taylor, which means that the facility is shaping up to be an independent and important entity for Samsung’s US operations. The firm’s efforts to manufacture in the US specifically bolstered after the deal with Elon Musk’s Tesla to produce AI6 chips, which will require the 2nm node to be produced in Taylor.
The Korean giant’s history when it comes to manufacturing in the US hasn’t been on par with expectations, given that with the Taylor facility, Samsung had plans to mass-produce 4nm, but it failed to achieve that. Now, Samsung will build a 2nm line in the foundry, with the capacity reaching up to 16,000 to 17,000 12-inch wafers per month by year-end. However, the set target for HVM is claimed to be around late 2026 or early 2027, which depends on how SF2 yield rates stabilize with time.
Samsung hopes to capture major US customers like NVIDIA, Apple, and AMD through its Taylor facility ambitions, but the competition will be a lot tighter, especially considering that both Intel and TSMC will be on par when it comes to the the node size being manufactured in the US.
