Overview

• The Taylor plant is roughly 92 percent built but its debut slipped from 2024 to 2026 amid insufficient demand for the planned 4 nm node.
• Samsung has confirmed it will upgrade the facility to produce 2 nm chips to meet current customer requirements and industry standards.
• Construction and equipping of the site are backed by more than $37 billion in U.S. CHIPS Act incentives aimed at boosting domestic semiconductor output.
• Rival TSMC’s Arizona fab holds full bookings through 2027 with 4 nm capacity for clients like NVIDIA and AMD, highlighting its lead in U.S. chip supply.
• Despite market headwinds and the high costs of advanced lithography, Samsung maintains its commitment to open the Taylor fab by 2026.