Overview

• Samsung has resumed construction spending at its Taylor, Texas fab, ordering about four trillion won in equipment and scheduling engineer deployments in September and November with a newly appointed site head.
• The company is courting additional customers for its second‑generation 2nm process despite signing a reported $16.5 billion Tesla contract and a DeepX agreement, with Tesla’s AI6 chips slated for Taylor and Elon Musk saying Tesla will help optimize manufacturing.
• ETNews reporting summarized by Wccftech indicates a planned 2nm line targeting roughly 16,000–17,000 12‑inch wafers per month and high‑volume manufacturing in late 2026 or early 2027, contingent on yield stabilization.
• Industry sources cited by Korean outlets say SF2P yields remain unstable, though basic design work is complete and further refinement is expected in the second half of this year.
• Korean reports referenced by Android Headlines suggest SF2P could deliver about 12% higher performance and 25% better power efficiency than Samsung’s first‑generation 2nm node, with the Exynos 2600 expected to be the first chip on the new architecture.