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Samsung’s Texas fab could start on 2nm in 2026, says report

Samsung’s Texas fab could start on 2nm in 2026, says report

Business news |
By Peter Clarke



Samsung is taking steps to set the beginning of production at its wafer fab in Taylor, Texas, in 2026 rather than 2024 and could start with a 2nm manufacturing process, according to Korea’s ETnews.

The Taylor fab was expected to begin production on a 4nm node by the end of 2024 (see Report: Samsung plans third Texas wafer fab at US$24 billion cost). ETnews reported that a decision on the switch to 2nm could be made in the 3Q24.

ETnews also reports that Samsung is slowing chipmaking equipment orders pending the decision on whether to start on the 2nm manufacturing process.

Samsung announced a plan to spend US$17 billion to build its first Taylor fab – and second Samsung fab in Texas – in November 2021 although that budget is thought to have drifted up to about US$20 billion in the interim.

One consideration on the initial production node, and therefore the timing of the start of production, could be the speed of market adoption of AI and the need for leading-edge chips. Leading edge devices are already being produced on 3nm by Samsung’s foundry rival TSMC for market leader Nvidia.

The competitive situation with other foundries is also likely to be a factor. Intel is expected to introduce its 20A and 18A (2nm and 1.8nm) processes in 2024 . TSMC is expected to bring up a 2nm process in 1H25 and Rapidus has said it is planning production of chips using a 2nm process licensed from IBM on a pilot line in April 2025 with mass production in 2027.

Samsung was recently awarded US$6.6 billion by the US government under the CHIPS Act in return for promising to build a second wafer fab in Taylor at a cost of US$24 billion.

Related links and articles:

https://semiconductor.samsung.com/

News articles:

Samsung unveils 2nm and 4nm process nodes, AI platform  

Report: Samsung plans third Texas wafer fab at US$24 billion cost

Rapidus breaks ground on 2nm fab, goes on hiring spree

TSMC agrees to build third Arizona fab, make 2nm chips in US

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