Plans to establish the U.S. as the forefront of advanced semiconductor manufacturing are underway, as Samsung will reportedly start test operations of its EUV equipment at its Taylor plant in March. The company was previously said to have set up a team dedicated to making the entire transition of bringing the machinery and setting it up a seamless process. Based on the latest update, the Korean giant will be one step closer to achieving its goal of mass producing next-generation 2nm GAA wafers on U.S. soil.
Shortly after operations have successfully commenced at the Taylor plant, Samsung has plans to establish 10 plants in the future and has acquired ample space to bring its goals to fruition
A report from Korea Economic Daily states that Taylor Plant 1, located in Texas, will serve as the testbed for installing, etching, and depositing vital EUV equipment, with full-scale manufacturing expected to kick off in the second half of 2026. Unfortunately, there is no mention of whether Samsung will begin Exynos 2600 production at this facility or any other SoC manufacturing. However, the report mentions that Tesla’s autonomous driving chips, AI5 and AI6, will be manufactured here, thanks to the $16.5 billion deal inked between the two companies.
Samsung is also expected to apply for a Temporary Certificate of Occupancy (TCO) for Plant 1 from the local government. This is a mandatory administrative procedure to ensure that Samsung’s Taylor facility complies with fire safety and other requirements. To speed up plant completion, the company has deployed 7,000 workers on site. Upon completion, a six-story building will house 1,000 employees. When comparing just the physical land area, Samsung’s Taylor plant measures 4.85 million square meters, making it larger than the foundry giant’s Pyeongtaek and Hwaseong plants.
Acquiring ASML’s EUV machinery is not cheap, but it is a necessary step if Samsung wishes to mass produce 2nm GAA wafers with respectable yields. With its current yields estimated to be 50 percent on its cutting-edge lithography, these purchases are absolutely vital for the company as it aims to reach profitability for its foundry business by 2027. Then again, at around 500 billion won ($339.3 million) for each EUV machine, the financial undertaking is quite severe, especially when Samsung continues to be in a deficit of $680 million for the third and fourth quarters of 2025.
Fortunately, Samsung has been gifted with a thorough foresight and has secured sufficient space on its Taylor site to build up to 10 plants, and boosting its yields with the help of ASML’s EUV equipment appears to be the right step. Previously, this location was the focus of 4nm production, but since TSMC does not wish to bring its advanced technologies to U.S. soil, Samsung has eyed an opportunity in the country and reportedly set an initial mass production target of 50,000 wafers.
News Source: Korea Economic Daily
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