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Samsung postpones mass production of first American 4nm fab to 2025

Samsung Electronics has announced that mass production of its new chip factory in Taylor, Texas will start in 2025. This is a significant shift from the original planning: when the investment was announced in 2021, the start of mass production was estimated for the second half of 2024.


The initial investment would amount to US$17 billion.

According to Business Korea, it is possible that this delay is deliberate. The South Korean manufacturer would need more time because the Chips Act subsidies will be provided later than expected. In addition, Samsung reportedly fears that the US government will prioritize homegrown companies (such as Intel) for subsidies.

Currently, it looks like the Taylor facility should be good for around 5,000 12-inch 4nm wafers per month. That is relatively modest compared to the recently built Pyeongtaek P3 site in South Korea, which can process up to 28,000 wafers per month. Moreover, it remains to be seen how relevant 4nm will be in 2025, as significant competition from Intel (18A) and TSMC (2nm) is expected by then.

Sources: Business Korea, TechPowerUp

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