BlockBeats news: On October 23, according to Korean media, Samsung Electronics has initiated subsequent equipment investments at its Fab 1 in Taylor, Texas, completing the final stage of setup before mass production. This facility is Samsung’s first wafer fabrication line for foundry production in the United States, with a target of achieving a 2-nanometer capacity of 20,000 wafers per month by the second half of next year. Samsung has recently ordered equipment to initially meet a capacity of approximately 6,000 wafers per month, with the equipment arriving in phases.
Factory 1, which began operations in 2022, has seen Samsung invest approximately $37 billion to date, with plans to begin operations by the end of 2026 and commence mass production of EUV 2-nanometer chips starting in 2027. Samsung’s 2-nanometer yield has improved from around 60% at the beginning of the year to approximately 80%, reaching a level suitable for mass production.
Regarding orders, the factory has already secured full-capacity orders for 2-nanometer chips prior to production launch, with customers including Tesla’s AI5 and AI6 chips, Broadcom’s communication chips, and Arm’s smart device chips; Samsung and Tesla signed a long-term supply agreement worth approximately $16.5 billion in July 2025, valid until the end of 2033.
Expansion is ongoing. Samsung plans to begin construction of the Taylor 2 facility in early November, with a scale approximately 1.5 times that of Facility 1, aiming for mass production of 2-nanometer chips by 2030. Samsung’s total investment in central Texas exceeds $37 billion, and the U.S. CHIPS and Science Act has approved up to $4.745 billion in direct subsidies. The competitive landscape remains to be tested.
According to TrendForce, TSMC held a 72.5% global wafer foundry revenue share in the second quarter of this year, while Samsung held 5.9%. The successful ramp-up of capacity and stability of yield at Samsung’s Taylor facility will determine whether it can convert order momentum into a market share recovery.