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After a nearly 2-year delay at Samsung’s first plant in Tyler, Texas, trial production is said to begin in December at the earliest and mass production will begin next year. Construction of a second plant will also begin, and it will place orders for Tesla and HBM, showing that production expansion in the United States is accelerating.
Korean media gave this newsSAMSUNG electronic americatexas The new factory, after a two-year delay, is preparing to start trial production by December this year and enter mass production next year.
The Korea Herald reported that people familiar with the matter said Samsung is setting up manufacturing equipment, setting up production lines and testing performance at the factory, and may begin trial production in mid-to-late December, but the date has not yet been confirmed.
Samsung said in late October that its first factory in Tyler, Texas, was expected to be fully operational by the end of the year. The company also said the plant will expand production next year. Trial production is the testing of equipment and manufacturing processes before formal commercial production. Samsung also needs to stabilize yields, a key element in the production of advanced 2-nanometer chips.
The factory plans to start production in the second half of next yearTesla A new generation of AI6 chips. The two companies had announced a supply agreement worth $16.5 billion last year. Construction of the factory began in 2022, and production was originally scheduled to begin in 2024, but was delayed by nearly two years.
Additionally, Samsung is expected to begin construction of its second factory in Taylor this month, with mass production expected to begin in 2030. Factory No. 2 has received high-bandwidth memory (HBM) logic basic die orders from AMD and HUDA, industry sources said.
Samsung’s US subsidiary “Samsung Austin Semiconductor” is recruiting engineers specializing in etching, metallization and ion implantation, as well as technical trainers to train new employees.
Samsung is the second-largest chip OEM in the world, but its market share lags far behind champion TSMC. According to research firm TrendForce, Samsung’s global market share in the second quarter was 5.9%, significantly lower than TSMC’s 72.5%.
On the other hand, industry data shows that with the help of artificial intelligence (AI) chip supercycle, Samsung is expected to become the first South Korean company with cash assets of more than 200 trillion won (US$146.6 billion).
The company’s cash and cash equivalents are estimated to reach 214.8 trillion won in the third quarter, almost double from the same period last year. Total assets reached 791.8 trillion won.
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The first factory may begin trial production in mid-to-late December this year, the report said. If progress is good, it will enter the mass production stage next year. Samsung has previously said the factory is expected to be fully operational by the end of this year.
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The factory plans to produce Tesla’s new generation AI6 chips in the future. The two sides had signed a supply agreement worth US$16.5 billion last year. Samsung also stressed that the test production phase will first test equipment, processes and yields in preparation for mass production of the 2nm process.
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In addition to the start of trial production of the first factory and construction of the second factory, Samsung is also recruiting advanced process engineers. Although the wafer foundry market share is only 5.9%, much lower than TSMC, the demand for AI chips has increased the scale of assets and cash, showing strong expansion momentum.
