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Samsung Electronics: "Taylor Fab Ready for Operation... Mass Production Next Year" Samsung Electronics has reaffirmed that it will begin ramp production at its Taylor fab in Texas, USA, starting next year. Margaret Han, Vice President of Samsung Electronics' Foundry U.S. division, stated at the SAFE (Samsung Advanced Foundry Ecosystem) Forum held at Samsung's U.S. headquarters on the 28th (local time), "Customers will begin production at the Taylor fab starting next year," adding, "We are ready." Previously, during the first-quarter earnings conference call this year, Samsung had described the Taylor fab as "under construction," with a goal of timely operation within the year. Construction of the Taylor fab began in 2022. The total expected investment is $17 billion (approximately ₩25.5 trillion), and it will produce Tesla's autonomous-driving chips AI5 and AI6, among others. The fab will also adopt the Advanced 2nm process. Han said, "We will strengthen our long-term production capacity at the Taylor fab," and "We will establish the most advanced 2nm production capacity at Taylor Fab 1 this year." Samsung is analyzed to be building out the SF2P+ (second-generation enhancement) process at the Taylor fab. Samsung had previously announced that SF2P+ would enter operation in 2026–2027. The 2nm process is divided into SF2 (first generation), SF2P (second generation), SF2P+, and SF2X (third generation for AI/HPC), among others. With each successive generation, power, performance, and area (PPA) improve. SF2P+ is a process that improves PPA while maintaining the same design IP as SF2P. It has been finely tuned for AI workloads. Performance is reportedly improved by up to 30%. Detailed information on the leading-edge processes is scheduled to be shared with partner companies this coming July. Samsung will hold the SAFE Forum again at its Seocho headquarters in July. The SAFE Forum is an occasion where Samsung and its foundry partners share technology trends across fields such as IP, design, and packaging, and strengthen collaboration. Later that same month, Samsung is reported to host the Samsung Foundry Forum (SFF). The Foundry Forum is an event where Samsung unveils its foundry technology roadmap to partner companies.

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🚨 THE AI COST CRISIS HAS STARTED. Microsoft reportedly told engineers to stop using Claude because AI bills were exploding, while Uber says its entire yearly AI budget was already destroyed by April.