July 1, 2024 /SemiMedia/ -- According to reports, Samsung plans to start production at its wafer fab in Tyler, Texas in 2026 (instead of 2024) and may start with 2nm manufacturing process.

Samsung's Taylor fab was originally scheduled to start producing 4nm nodes at the end of 2024, but Samsung may make a decision to switch to 2nm in the third quarter of 2024.

Industry insiders believe that one reason Samsung adjusted its production nodes and production timing may be the speed of market adoption of artificial intelligence and demand for cutting-edge chips. Currently, TSMC is already producing 3nm cutting-edge process for market leader Nvidia.

In addition, competition with other foundries may also be a factor in Samsung's adjustment of the Taylor fab's production plan. Currently, Intel is expected to launch its 20A and 18A (2nm and 1.8nm) processes in 2024. TSMC is expected to launch its 2nm process in the first half of 2025, while Rapidus said it plans to produce chips using IBM's licensed 2nm process on a pilot line in April 2025 and achieve mass production in 2027.