The market has been released. Samsung Electronics built a crystalline OEM factory in Texas was forced to push the completion timetable because it could not find a customer purchase order. News hit the Dutch semiconductor equipment industry ASML Hold...
The market has been released. Samsung Electronics built a crystalline OEM factory in Texas was forced to push the completion timetable because it could not find a customer purchase order. News hit the Dutch semiconductor equipment industry ASML Holding N.V. shares fell.
quoted an unnamed source on the 3rd, and Samsung received a grant of up to $4.7 billion in December 2024 by the Biden administration in accordance with the "CHIPS and Science Act" and plans to invest more than $37 billion in Texas in the next few years.
The above investment plan covers an advanced process crystal foundry factory in Taylor, Texas, and was originally scheduled to be launched in 2024. However, the online timetable has been pushed until 2026. An unnamed source who knows the inside story revealed that "the completion progress of Taylor's factory was delayed because customers were not found at all. Even if Samsung is now a factory decoration machine, the production line will still not be opened."
A well-known chip supply chain high-level also told Japan that Samsung is not in a hurry to install chip manufacturing equipment in Taylor's new factory. "The local demand for chips is not particularly strong, and the process planned by Samsung several years ago has long been no longer in line with the current needs of customers." Another industry insider revealed that Samsung originally planned to produce a 4-nanometer chip set, and then change the plan and decide to add a more advanced 2-nanometer.
According to the announcement submitted to the Korean Financial Supervisory Office in May, the project progress of Taylor Factory had reached 91.8% by the end of March. The originally scheduled completion time was April 2024, but it was later pushed to the end of October this year. Samsung said to Japan that Taylor factory will open the project in 2026.
ASML ADR 3 news fell 0.64% and closed at $794.5. InvestorHub reported on the 3rd that the market originally expected that ASML would supply advanced ultraviolet light (EUV) microfilm equipment to Samsung Taylor factory.
Extended reading: Samsung rebetted 2 nanometers and tried hard to defeat the NVIDIA large order!
