TSMC(US:TSM) 半导体行业观察·2025-09-01 01:17Core Viewpoint - Samsung is resuming investments in its Taylor factory in the U.S. to enhance its semiconductor manufacturing capabilities, particularly focusing on 2nm technology, driven by demand from American clients and the "Made in America" initiative [2][3]. Investment and Production Plans - Samsung plans to deploy personnel at the Taylor factory starting in September, with new equipment being integrated for 2nm production [2][3]. - The company aims to establish a production line for 2nm chips, with an expected monthly capacity of 16,000 to 17,000 12-inch wafers by the end of next year [4][5]. - A significant contract with Tesla worth approximately 22.8 trillion KRW (around $196 billion) has been signed, which will involve producing AI chips for Tesla over an eight-year period [3]. Competitive Landscape - The competition for the next-generation 2nm semiconductor market is intensifying, with TSMC and Samsung preparing for mass production [7]. - TSMC has begun receiving orders for its 2nm process and is expected to start production in the second half of this year, while Samsung plans to begin production in late 2025 [7][8]. - TSMC currently holds a dominant market share of 67.6%, while Samsung's market share is at 7.7%, indicating a significant gap that Samsung aims to close [8][9]. Technological Advancements - Samsung is focusing on improving the yield and stability of its 2nm process, building on its experience with the 3nm process, which faced initial yield challenges [8][9]. - The anticipated demand for 2nm technology is expected to surpass that of the previous 3nm generation, driven by applications in smartphones and high-performance computing [8]. Strategic Moves - To attract top technology clients, Samsung has appointed former TSMC executive Margaret Han to lead its U.S. foundry business [9]. - The company is also enhancing its sales efforts towards major tech firms like Nvidia, Apple, Qualcomm, and AMD to expand its business at the Taylor factory [5][9].