Overview

• Samsung plans to boost its US semiconductor investment past $50 billion after announcing a $16.5 billion AI chip order from Tesla and a camera sensor deal with Apple.
• The company will establish state-of-the-art 2nm and 4nm production lines alongside a dedicated advanced packaging plant in Texas.
• Construction at the Taylor Fab 1 site in Taylor, Texas, has reached roughly 92 percent completion and remains on schedule for an October start of operations.
• The expanded domestic capacity is aimed at positioning Samsung as the second-largest US chipmaker behind TSMC.
• The surge in onshore spending also aims to qualify Samsung for exemptions from President Trump’s proposed 100 percent tariffs on imported semiconductors.