Report: Samsung's US plant to start EUV trial production in March, plans mass production of Tesla AI chips in the second half of the year

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Samsung Electronics' first wafer fab in the United States is accelerating its progress towards mass production, with plans to launch trial runs of extreme ultraviolet (EUV) lithography equipment in March this year, making advance preparations for mass production of Tesla's AI5 and AI6 autonomous driving chips.

According to the Korea Economic Daily, Samsung plans to install etching and deposition equipment in phases, with full-scale production expected in the second half of 2026. Currently, Samsung is preparing to apply for a temporary occupancy permit from relevant departments in Texas to begin production before the official completion of the plant.

On-site construction has entered its final stage. Media citing contractors revealed that about 7,000 workers are currently working on site each day, with about 1,000 already stationed in the office building of the factory area. Overall progress has accelerated significantly compared to a year ago.

Large Scale of Taylor Plant with Space Reserved for Expansion

Samsung's Taylor plant in Texas covers about 4.85 million square meters, already exceeding the combined area of its two factories in Pyeongtaek and Hwaseong, South Korea. According to the Korea Economic Daily, the company has reserved land at the site for up to 10 more wafer fabs, demonstrating a long-term plan for expansion in the US.

The plant was initially planned as a 4nm chip production base, but the latest strategic goal has been adjusted to a monthly output of 50,000 2nm wafers, showing a clear direction towards advanced process technologies. Furthermore, the report states that if Samsung secures more customer orders, the second Taylor plant, currently in its early construction phase, may be put into operation ahead of schedule.

Challenges Remain for 2nm Yield as Samsung Accelerates Technology Promotion

In the competition for advanced semiconductor processes, yield remains a core challenge for Samsung Electronics. According to the Korea Economic Daily, TSMC has started 2nm mass production at its Taiwanese plant by the end of 2025, with initial yields reportedly reaching 70% to 90%, while Samsung's 2nm pilot line has yet to reach that level.

However, according to the latest from G-Enews, Samsung has now increased its 2nm process yield to about 50% and is now fully promoting its second-generation 2nm technology, SF2P. This technological progress is crucial for Samsung, especially as the Taylor plant in Texas plans to launch its 2nm line on schedule—the yield performance will directly determine whether it can supply to key clients such as Tesla on time.

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