Samsung is reportedly delaying its Taylor fab near Austin, Texas to upgrade its fabrication output from 4nm to 2nm. According to Korean news outfit ETnews, Samsung has delayed its equipment orders for the Taylor fab as it considers the upgrade, and it will make a final decision in 24Q3. This rumor came around just as TSMC gave an update on the development of its 2nm node, and Samsung is set to give key details about its 2nm SF2 fabrication technology tomorrow.
The South Korean company is one of the biggest CHIPS act recipients, receiving $6.6 billion from the White House to expand its $44 billion Taylor, Texas facility. Samsung has previously said that it will beat TSMC to 4nm production in the U.S., with plans to start pumping out these chips by the end of this year. However, it seems that that is no longer enough as the AI hardware race is heating up, with Nvidia, the largest fabless chip designer and one of Samsung’s biggest clients, considering Intel and Huawei as formidable competitors.
