Overview
- Samsung has overhauled its Taylor, Texas plan to prioritize 2nm GAA production, dropping the earlier 4nm-first approach.
- Industry reports say the initial 2nm target has been raised to about 50,000 wafers per month, up from 20,000, with larger scale-ups discussed.
- Reporting indicates EUV tools have been installed at Taylor to support sub‑5nm manufacturing, with 2nm mass production reportedly eyed for Q2 2026.
- TSMC is said to be accelerating 3nm mass production at its Arizona Fab 2 to 2027, roughly a year earlier than prior timelines.
- Coverage attributes the schedule shifts to heavy AI and high‑performance computing demand and intensifying competition from Samsung and Intel.