Aug 13 - South Korean media The Bell, citing industry sources, reports Samsung Electronics’ "Tesla-exclusive" 2nm advanced wafer foundry line in Taylor, Texas, will start operations in H2 2026, with initial monthly capacity of 10,000–15,000 12-inch wafers.
Samsung is expected to place equipment orders for the line from Q3-end to mid-Q4. Semiconductor equipment suppliers are preparing, with key tools for lithography, etching, and deposition set to be installed in Q1 2027, followed by trial production.
Given 2nm is the most advanced mass-production process, and Tesla’s AI6 chip is larger than mobile platforms with stricter automotive-grade reliability demands, yield improvement is projected to be slow.
Industry sources note Samsung, previously conservative with foundry investments (opting for node migration over new builds due to market performance), will see significant capital expenditure from this U.S. line.
ICgoodFind: Samsung’s clear U.S. 2nm exclusive line plan could reshape high-end foundry markets post-launch.
