Samsung prepara un progetto di impianto di semiconduttori in Texas
Samsung's chip plant in Austin, Texas, known as the Taylor fab, is making significant strides following a major deal with Tesla. The South Korean tech giant is investing approximately 4 trillion won (about $2.8 billion USD) in the facility by the end of next year.
The deal, announced by Tesla CEO Elon Musk in July, is Samsung's largest single-chip agreement to date and has renewed the push for its U.S. semiconductor hub. The Taylor fab will be the production site for Tesla's next-generation Artificial Intelligence 6 (AI6) chips, which are expected to significantly boost performance for autonomous driving and neural network training.
Initially expected to begin operations in 2024, the Taylor plant's timeline was pushed back due to challenges in securing major clients. However, the Tesla deal has set it on track for 2026.
Samsung is currently in talks with Nvidia, Apple, Qualcomm, and AMD to expand its client base for the Taylor fab. The staff at the Taylor fab will be installing equipment, optimizing processes, and beginning wafer testing. It's estimated that Samsung plans to produce an estimated 17,000 wafers per month at the Taylor fab.
The first wave of personnel for the Taylor fab will arrive this month, with the second wave coming in November 2025. Stabilizing 2nm processes at the Taylor fab could take up to 11 months, compared to 10 months for 3nm production.
The current leadership of the planning for the Taylor plant of Samsung Austin Semiconductor involves Samsung's executive team along with key project managers and external engineering consultants. The Taylor fab's production timeline was previously pushed back due to challenges in securing major clients, but the Tesla deal has now set it on track for 2026.
The Taylor fab is scheduled to begin 2nm chip production in 2026, following delays and accelerated progress due to the Tesla deal. This marks a significant milestone for Samsung and the semiconductor industry, as 2nm chips are expected to be smaller, faster, and more energy-efficient than current 3nm chips.
The Tesla contract is not the only project for the Taylor fab, as Samsung is also in discussions with other tech giants for potential collaborations. The future of the Taylor fab, and the semiconductor industry as a whole, looks promising as Samsung continues to push the boundaries of technology.
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