Huo Xing Finance reports that 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 semiconductor foundry line in the U.S., targeting a monthly capacity of 20,000 wafers for 2-nanometer chips by the second half of next year. Samsung has already ordered equipment to initially meet a demand of approximately 6,000 wafers per month, with equipment arriving in phases. Construction of Fab 1 began in 2022, with Samsung’s cumulative investment reaching approximately $37 billion. The facility is scheduled to begin operations by the end of 2026 and commence mass production of EUV-based 2-nanometer chips 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. Prior to production launch, the fab has already secured full-order commitments for its 2-nanometer capacity, with customers including Tesla’s AI5 and AI6 chips, Broadcom’s communication chips, and Arm-based smart device chips. Samsung and Tesla signed a long-term supply agreement in July 2025 worth approximately $16.5 billion, valid until the end of 2033. Expansion efforts are not stopping there. Samsung plans to begin construction of Fab 2 in Taylor in early November, with a scale approximately 1.5 times that of Fab 1, aiming for mass production of 2-nanometer chips by 2030. Overall investment by Samsung 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 data, TSMC held a 72.5% global foundry revenue share in the second quarter of this year, while Samsung accounted for 5.9%. The successful deployment of capacity and stability of yields at the Taylor facilities will determine whether Samsung can convert its order momentum into a meaningful recovery in market share.
Samsung Begins Follow-up Investment for the Taylor 1 Factory, Targeting 2nm Mass Production
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Summary
Samsung has initiated follow-up equipment investment for its Taylor 1 factory in Texas, entering the final stage before 2nm mass production. The factory, Samsung’s first U.S. wafer production line, aims to reach 20,000 wafers per month by late 2027 and has already secured 2nm orders from Tesla, Broadcom, and Arm. With a yield rate of up to 80%, the facility is now ready for mass production, and Samsung has ordered equipment capable of supporting 6,000 wafers per month. Meanwhile, crypto news continues to highlight global shifts in technology and manufacturing. Samsung also signed a $165 billion supply agreement with Tesla in July 2025. Construction of the larger Taylor 2 factory—1.5 times the size—is set to begin in early November, with a target of achieving 2nm production by 2030. Interest rate developments could impact future investment timelines.
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