Tesla, Broadcom, and Arm will begin using the Taylor, Texas foundry in the U.S. starting with pilot operations at the end of September. The facility has already filled its planned 2nm production volume, featuring an initial capacity of 50,000 wafer starts per month and a supply contract with Tesla valued at $16.5 billion. Samsung's 2nm yield rose to the 80% range this year from around 60% in the first quarter, crossing the 70% threshold typically required for economic viability.
The $37 billion project receives $4.7 billion in funding under the U.S. CHIPS Act and targets volume production by 2027. Samsung's foundry market share was 7% in the second quarter of 2026, compared to 73% for TSMC. While a second Taylor facility breaks ground at the end of 2026, Samsung recently increased prices by 15% for its 4nm foundry services to improve earnings for its Device Solutions division.
Key sources
- SOURCE@jukan05“Nvidia's inference only chip "Groq 3" also entered mass production last month”x.com
- SUPPORT@stragglerliu“industry convention places economic viability at >70%”x.com
- SUPPORT@schulz_research“revenue from external customers was $293m, five percent of the segment”x.com
- SOURCEhuggingnewshuggingnews.com