Samsung Delays AI Chip Factory Launch in Texas Due to Lack of Orders

Samsung Electronics has decided to postpone the completion of its new semiconductor manufacturing facility in the U.S. due to a critical shortage of customers for contract chip production. The timeline for finalizing the construction has been adjusted multiple times, and production is now expected to start no earlier than 2026.

The challenges facing Samsung Foundry’s contract division are becoming increasingly apparent with the loss of key clients like Nvidia and Qualcomm.

This situation highlights a fundamental principle in the semiconductor manufacturing industry: building and operating state-of-the-art facilities is economically unviable without a reliable order portfolio.

Modern semiconductor plants require multi-billion dollar investments and must operate at near-full capacity to achieve profitability. A competitive manufacturing process with a high yield of usable products and considerable output is essential for success.

Additional pressure on Samsung comes from the construction of a massive $100 billion manufacturing complex by TSMC in Arizona.

Competitive analysis indicates that Samsung initially designed its U.S. facility for a 4nm process using FinFET transistors. However, by 2026, clients are likely to be more interested in 2nm technologies and GAA (Gate-All-Around) transistor architecture.

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