三星美国厂，即将量产

Core Viewpoint - Samsung Electronics is accelerating the preparation for mass production at its advanced wafer foundry in the U.S., with plans to introduce 2nm process production facilities as early as January or February next year [1][2]. Group 1: Production Plans - Samsung is discussing the introduction of 2nm process production facilities at the Taylor Foundry Fab, which was initially aimed at 4nm production but has shifted focus due to market conditions [1]. - The cleanroom construction at the Taylor factory has resumed, with completion expected by the end of this year, which is essential for introducing various auxiliary facilities and manufacturing equipment [1][2]. Group 2: Investment and Partnerships - The company is finalizing equipment selection for the Taylor foundry and will soon confirm detailed investment and procurement plans with partners [2]. - Some partners have already begun preparations to bring equipment to the U.S. early next year, although the initial investment scale is expected to be small [2]. Group 3: Competitive Landscape - Samsung's 2nm process (SF2) is projected to improve performance by 12%, power efficiency by 25%, and reduce area by 5% compared to the advanced 3nm process (SF3) [2]. - While Samsung has secured AI semiconductor customers from domestic and Japanese firms, it has yet to attract major global tech companies, unlike its main competitor TSMC [2]. Group 4: Market Sentiment - The Taylor foundry is seen as an attractive option for clients looking to produce advanced semiconductors in the U.S., with discussions about the production line becoming more concrete [2].