According to a Reuters report that cites people familiar with the matter, Samsung has postponed receiving chipmaking equipment for its $17 billion factory in Taylor, Texas, due to challenges with securing customers for the project. The delay in the fab's production starting in 2026 has been discussed for months, so, unsurprisingly, the chipmaker does not want to get tools from ASML and pay for them.
The equipment delay involves advanced Twinscan NXE EUV lithography systems from ASML, valued at around $200 million each. The Samsung Foundry fab in Taylor, Texas, will use Samsung's process technologies based on gate-all-around MBCFET transistors, including SF3 and SF2-series (3nm and 2nm-class, respectively), so it is set to use EUV tools extensively. Yet, we do not know how many EUV machines Samsung originally ordered for this fab.
