Samsung Electronics has made key progress in localizing semiconductors in the United States.Samsung Electronics has received provisional approval to start some operations at its chip factory under construction in Tyler, Texas.This marks a substantial step forward in its plan to produce next-generation AI chips for Tesla.
According to the temporary occupancy permit that has been obtained, Samsung can use approximately 88,000 square feet of the Taylor factory in advance. The factory is expected to start mass production in the second half of this year. Its first task is to manufacture AI5 chips for Tesla, and plans to subsequently produce AI6 chips.
Tesla CEO Elon Musk previously stated that the AI5 chip design is nearing completion and has formulated a radical roadmap to shorten the AI chip design cycle to nine months.
Factory construction is progressing as planned, and Samsung is said to plan to start testing extreme ultraviolet lithography equipment next month, which is key to the production of advanced 2-nanometer processes.The entire factory is expected to complete 6 million square feet of construction by the end of this year, and plans to add another 1 million square feet by 2028. The total area of the park is more than 1,200 acres.
In addition to serving Tesla, Samsung's foundry business is actively expanding to more U.S. customers to cope with the rapid growth in demand for artificial intelligence and high-performance computing chips. The company's goal is to achieve over 130% growth in 2nm chip orders this year.
at the same time,Its rival TSMC is also accelerating its deployment in the United States. It is reported that it is considering expanding its Arizona factory to a total of 11 plants and will also participate in the production of Tesla AI5 chips.
