With the implementation of new orders and the recovery of market demand, Samsung's investment scale of the crystal OEM and advanced packaging base in Taylor, Texas, USA will further expand from the original order of US$44 billion (about NT$1.31 trillion), and is expected to exceed US$50 billion (about NT$1.49 trillion).
According to Korean media, Samsung once lowered the investment plan amount of the Taylor Factory in Texas, USA to US$37 billion (about NT$1.1 trillion) from US$44 billion (about NT$1.31 trillion) because of the sluggish industry performance and the hinderance of customer expansion, resulting in advanced packaging and some R&D facilities in addition to the 4-nanometer and 2-nanometer-processing crystalline foundry factories. However, this year's situation has clearly reversed. Samsung and Tesla signed an AI semiconductor supply contract worth about $16.5 billion, and then purchased the order for Apple Image Sensor to produce in Texas, strengthening the relationship between major technology customers in the United States and promoting the simultaneous growth of OEM and packaging.
Currently, the construction progress of Taylor Factory No. 1 factory building has reached 91.8%. Samsung is expected to be completed by the end of October, and the construction of dust-free rooms will be completed by the end of the year. In 2026, the mainland will be moved into production equipment. The factory will integrate crystal OEM, advanced packaging and R&D centers to provide "Turnkey" services that integrate memory, OEM, and packaging.
The industry believes that this code increase will not only help Samsung avoid high taxes in the United States, but also expand its local market share in the competition with Taiwan Power and establish a more flexible dual supply source for the US market. With Taylor's upcoming investment, Samsung is accelerating its layout in the US semiconductor version, robbing the long-term advantages of advanced processes and AI chip markets.
Samsung’s Chip Investments in the U.S. Expected to Exceed $50 Billion After Massive Deals With Tesla and Apple; Taylor Fab to Open at the End of October