报道：三星美国厂3月启动EUV试产，计划下半年量产特斯拉AI芯片

Group 1 - Samsung Electronics is accelerating the mass production process at its first wafer fab in the U.S., planning to start trial operations of extreme ultraviolet lithography (EUV) equipment in March this year to prepare for mass production of Tesla's AI5 and AI6 autonomous driving chips [1] - The construction of the facility is nearing completion, with approximately 7,000 workers on-site daily, and about 1,000 already working in the office building [1] Group 2 - The Taylor factory in Texas covers approximately 4.85 million square meters, exceeding the combined area of Samsung's two factories in Korea, and has reserved land for an additional 10 wafer fabs, indicating a long-term expansion strategy in the U.S. [2] - Initially planned as a 4nm chip production base, the strategic goal has shifted to a monthly production of 50,000 2nm wafers, reflecting a clear direction towards advanced process technology [2] Group 3 - Yield remains a core challenge for Samsung in the competitive landscape of advanced semiconductor processes, with TSMC expected to start 2nm mass production in Taiwan by the end of 2025, achieving initial yields of 70% to 90%, while Samsung's 2nm pilot line has not yet reached this level [3] - Samsung has reportedly improved its 2nm process yield to about 50% and is beginning to promote its second-generation 2nm technology, SF2P, which is crucial for meeting supply commitments to key customers like Tesla [3]