Korean media: Samsung Texas factory is gradually resuming its production, and the 2026 base volume is scheduled to be 2 nanometers

Samsung Electronics' Taylor crystalline foundry factory is gradually resuming, and new customers have confirmed the change in the U.S. policy environment, and began to redeploy personnel and introduce equipment.

According to the report of "ETNews", Tesla's orders and the "US manufacturing" policy promoted by the Trump administration have become the main reasons for Samsung Taylor's resumption. Samsung has completed the personnel selection and dispatched engineers in batches in September and November to assist in the construction and process of the production line, and also appointed new responsible persons.

Samsung announced its investment in Taylor Factory in 2021. It originally planned to produce a 4-nanometer process, but the failure was finally over. The reason may be that the yield and process are not as expected, which has led to customers (possibly Qualcomm) choosing to withdraw and some personnel were withdrawn in September 2023. Now, in July, a long-term contract with Tesla has signed a contract to confirm that Taylor's factory will produce Tesla AI6 chips and supply them for eight years, and will also be transferred from 4 nanometers to 2 nanometers.

Currently, the first phase of Taylor Factory has been built with a factory building with a dust-free room, which can reach 16,000 to 17,000 pieces of 12-inch crystal circular capacity per month by the end of the year.

The high-volume production estimates fall from the end of 2026 to the beginning of 2027, but they still depend on the yield of the SF2 process. At the same time, Samsung has also accelerated its pace and aggressively competed for major American customers such as Apple, NVIDIA and AMD to expand its market share.

Samsung’s Taylor Facility Is Back on Track as the Korean Giant Resumes Investments to Build Cutting-Edge 2nm Production Lines