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Apart from TSMC, Samsung is intensifying its efforts to manufacture chips in America. The company has resumed investments into its Taylor facility as part of this push.
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 due to the sluggish performance of its foundry business. As a result, US investments have been minimal until now. However, with the Trump administration’s push for the ‘Made in USA’ narrative and interest from American customers in Samsung’s 2nm node technology, the Korean giant has resumed investments at its Taylor facility. This includes personnel deployment, integration of new foundry equipment, and preparations for 2nm production.
According to ETNews, Samsung has completed personnel selection for its Taylor facility, with deployments starting from September and another phase by November. Additionally, a new ‘Head of Foundry’ has been appointed at the Taylor facility, indicating that it is becoming an independent and crucial entity for Samsung’s US operations. These efforts are particularly bolstered after the deal with Tesla to produce AI6 chips, which requires 2nm node production in Taylor.
Despite past challenges, Samsung plans to build a 2nm line in its foundry at Taylor. By year-end, the facility aims to produce up to 16,000 to 17,000 12-inch wafers per month. However, the high-volume manufacturing (HVM) target is estimated for late 2026 or early 2027, depending on how yield rates stabilize over time.
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Samsung hopes to capture major US customers like NVIDIA, Apple, and AMD through its Taylor facility ambitions. Yet, competition will be fierce, especially considering that both Intel and TSMC are also targeting the same node size in the US market.
