Group 1 - Samsung Electronics plans to start testing extreme ultraviolet (EUV) lithography equipment at its wafer fab in Taylor, Texas, in March, preparing for full-scale production in the second half of 2026 [2] - The Taylor factory will produce Tesla's AI5 and AI6 autonomous driving chips under a $16.5 billion contract signed in July 2025, with plans to gradually introduce etching and deposition equipment before mass production [4] - Approximately 7,000 workers are currently on-site daily for construction and equipment installation, with a six-story office building already in use for about 1,000 employees [4] Group 2 - Despite delays compared to the original schedule, Samsung aims to complete the factory construction within four years, with EUV lithography machines valued at over 500 billion KRW expected to begin trial operations in March [4] - The contract with Tesla ensures initial production capacity for the Taylor factory, with CEO Elon Musk indicating that the $16.5 billion contract amount is a minimum, suggesting potential for higher actual production [4] - Samsung is also considering producing Qualcomm's next-generation smartphone application processors at the Taylor facility, as Qualcomm evaluates the possibility of outsourcing production to Samsung [4][5] Group 3 - Due to increasing customer demand, Samsung may expedite the construction of a second wafer fab at the Taylor site, which has enough land to accommodate up to 10 factories, positioning it as a long-term expansion base for major tech clients [5]
三星美国厂3月EUV光刻机试运行!
国芯网·2026-01-20 12:00