Samsung reactivates its plant in Texas with production plans in 2nm
Samsung has resumed the Investments in your Taylor plant, Texaswith the idea of installing advanced production lines of 2 nanometers. After several months of pause, the South Korean company accelerates its strategy to compete in the US market against TSMC and Intel, with a plan that includes incorporation of personnel, new foundry equipment and the preparation of latest generation manufacturing processes.
The 2 Nm node as a key bet in the United States
According to the information available, Samsung has completed the selection of personnel for the plant, with deployments planned in September and November. In addition, the installation already has a new RESPONSIBLE OF FUNDITIONwhich points to greater autonomy in the operations of the American subsidiary. The project takes impulse after the agreement with Tesla to manufacture the AI6 chips, which require 2NM processes.
The company has finished the basic design of its Second generation of GAA transistors in 2nmwhich will be the pillar of production in Taylor. The objective is to achieve a monthly capacity of between 16,000 and 17,000 12 -inch wafers towards the end of this year. However, large -scale production would not arrive before the late 2026 or beginning of 2027, depending on the stabilization of manufacturing yields.
The project arrives after delays in Samsung’s original plans, which contemplated manufacturing in 4NM in this same plant, an objective that was not finally met. With the jump to the 2 Nm node, the company seeks to improve its position in the advanced semiconductor market and capture strategic customers in the United States, as some of its competitors are already doing.
Among the possible partners are companies such as Nvidia, Apple and AMDinterested in ensuring production capacity in US territory. However, the competition will be intense, since both Intel and TSMC plan to operate in the country with equivalent nodes in the coming years.
