Samsung Delays Texas Fab Amidst Weak Demand
2025-07-04
Samsung's highly anticipated Taylor, Texas fab is facing delays due to a lack of customer demand. While construction is nearing completion, the planned 4nm process node is no longer in high demand, and upgrading to 2nm presents significant cost and time challenges. This contrasts sharply with TSMC's Arizona fab, which is operating at full capacity. Samsung is also grappling with low capacity utilization, geopolitical risks, and China's push for semiconductor self-sufficiency. Despite aiming for a 2026 launch, the delay highlights the immense challenges of building new fabs in a fiercely competitive global chip market.
Tech
Chip Fabrication