Wednesday, June 19th 2024
Samsung Delays Texas Chip Fab to Consider 2nm Process Upgrade
Samsung Electronics is delaying construction at its planned new chip factory in Taylor, Texas. The company is considering upgrading the factory to produce more advanced 2 nm chips instead of the originally planned 4 nm chips. Samsung will make a final decision on this in Q3 2024. In April, the US government provided $6.4 billion to support Samsung's $40 billion investment in Texas chip facilities, including the Taylor factory. However, reports now suggest Samsung may skip 4 nm production at Taylor altogether.
The Taylor factory was expected to open by 2026, but equipment orders have been delayed while Samsung re-evaluates the plans. This upgrade consideration comes after Samsung recently appointed a new CEO for its semiconductor business (Device Solutions Division) to focus on new growth opportunities. While Samsung's memory chip profits surged in 2024, its previous 3 nm chip was not very successful. By going straight to 2 nm in Taylor, Samsung likely aims to leapfrog competitors in advanced chip manufacturing (TSMC, and Intel plan to produce 2 nm-class chips in the US by the end of this decade).
Source:
ETNews
The Taylor factory was expected to open by 2026, but equipment orders have been delayed while Samsung re-evaluates the plans. This upgrade consideration comes after Samsung recently appointed a new CEO for its semiconductor business (Device Solutions Division) to focus on new growth opportunities. While Samsung's memory chip profits surged in 2024, its previous 3 nm chip was not very successful. By going straight to 2 nm in Taylor, Samsung likely aims to leapfrog competitors in advanced chip manufacturing (TSMC, and Intel plan to produce 2 nm-class chips in the US by the end of this decade).
11 Comments on Samsung Delays Texas Chip Fab to Consider 2nm Process Upgrade
Simple 1st grade math.
no use making 4nm chips in 2027 by Samsung or intel..(well u can use it for many other products but still, not for cutting edge technology).
even mid range, GPUs,cpus won't be running on 4nm in 2027.
Things like cheap SoCs(relatively speaking), SSD Controllers(that are now just barely going to 7nm), AI accelerators, legacy products(remember that many need to be kept in production for a decade due to industry/business needs), NICs, etc etc.
There is a ton of things still in older nodes that could slowly migrate to 4nm in 2027. This includes SoCs for low-end and mid-range Phones too, to put into perspective the Snapdragon 6s Gen 3 which is released in Q2 2024 still uses TSMC N6.
The upcoming Switch 2 is likely to use Samsung 8nm node that was used for Ampere too.