Samsung, locked in fierce competition with TSMC in the semiconductor world, has made a radical change in its strategy in the United States. The massive foundry under construction in Taylor, Texas, is completely abandoning its initially planned 4nm production process and focusing directly on 2nm production, the world’s most advanced technology.
Samsung to Focus on 2nm Chip Production
With this strategic move, the company has also revised its production capacity targets upwards. Initially projected at 20,000 wafers per month, the new plan increases production volume by 2.5 times to 50,000 wafers per month. This capacity increase brings Samsung’s Taylor facility to a level where it can directly compete with TSMC’s 2nm production scale in Taiwan.
The strongest driving force behind the facility’s launch with such a large capacity is the massive $16.5 billion deal signed with automotive giant Tesla. Samsung is dedicating its Taylor factory almost entirely to the production of Tesla’s next-generation autonomous driving processor, AI6.
This collaboration, confirmed by Elon Musk, involves Tesla engineers actively participating in the production line and being directly present at the factory to increase efficiency. Furthermore, Samsung recently officially announced the Exynos 2600, the world’s first 2nm mobile processor, marking a 2nm revolution in the mobile sector. This move demonstrates the company’s commitment to cutting-edge node technology, not only in contract manufacturing but also in its own chip designs.
The Taylor factory aims to complete equipment installations in March 2026, with full-scale operations starting immediately. The first wafer deliveries are projected for the second quarter of 2026. Samsung’s long-term projections foresee the facility reaching a massive capacity of 100,000 wafers per month by 2027.
On the other hand, it is reported that the company has also received orders for 2nm GAAs from Chinese cryptocurrency mining hardware manufacturers, but this specific production will be carried out in its existing facilities in South Korea instead of Taylor. This investment, supported by a $4.74 billion incentive from the US government, clearly demonstrates Samsung’s determination to change the balance in the semiconductor market.
