NuAxiSemiconductor trade intelligence
[News] Samsung to Start Taylor Fab 2 Build by End-2026, Targets 2030 Mass Production; Eyes 1.4nm Expansion
What happened
Samsung plans to begin construction on Taylor Fab 2 by end-2026, targeting mass production in 2030 to address lagging demand for leading-edge nodes. The foundry expects 2nm orders to more than double in 2026 and utilization to reach full capacity for 8nm and below. This expansion, driven by surging AI and HPC demand, signals a bullish outlook for Samsung Foundry's profitability and market share.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
2nm1.4nmAI acceleratorsHPC chips
Samsung ElectronicsSamsung Foundry
capacity_expansiondemand_growthai_chips
Source and time
Source: TrendForce · 7/30/2026 · View original source
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