TSMC makes the majority of the chipsets in the world today. However, they’re not the only ones in the chip-making space. There’s Samsung too. Samsung has typically taken a backseat to TSMC, but that could change. A report out of Korea suggests that Samsung is getting ready to begin trial production of 2nm chips at its US facilities.
Samsung getting ready for 2nm trial production in the US
What’s interesting is that Samsung’s Taylor in Texas was built for 4nm manufacturing. However, there have been reports that claim Samsung has been working on transforming it to produce 2nm chips. Now, the report claims that Samsung’s Taylor plant has obtained a Temporary Certificate of Occupancy. This allows specialized engineers to help expedite operations.
TSMC has deliberately held back its cutting-edge nodes from its US fabs, which gives Samsung a real opening. The Taylor facility already has a lineup of customers waiting. Tesla has a reported $16.5 billion deal with Samsung to manufacture its next-generation AI driving chips there, and AMD and Google have both been linked to the fab as well. Samsung’s SF2P yields have reportedly climbed to around 60%, which gave the company enough confidence to move into trial production. Full-scale mass production is currently targeted for 2027.
It’s a milestone
That being said, it’s worth pointing out that Samsung 2nm trial production in the US is a milestone. This is because one of the things the Trump administration has been pushing for is bringing back manufacturing stateside. This is why many companies like TSMC and Samsung have been investing heavily into its facilities in the US.
However, it was largely expected that these facilities would produce older chipsets. But if Samsung is successful in setting up a 2nm production facility in the US, it could give them an edge over TSMC. In fact, there are rumors that claim Samsung could help Qualcomm manufacture some of its 2nm chipsets.
All of this sounds good, but we also shouldn’t forget about costs. Compared to other countries like China, India, or Vietnam, manufacturing in the US costs more. So, while Samsung could edge out TSMC when it comes to 2nm production stateside, the costs associated with it might simply be too high for some.
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