Samsung Foundry Texas plant shows signs of development as TSMC awaits new presidency
December 23, 2024

Samsung Foundry Texas plant shows signs of development as TSMC awaits new presidency

Samsung’s foundry in Tyler, Texas – which was nearly abandoned not long ago – now looks like it’s finally going to become a reality. Samsung have procured The subsidy amount is US$4.7 billion: a 26% decrease from the original US$6.4 billion.

The decline was apparently due to Samsung renegotiating its investment plans. The plant was supposed to be put into operation this year, but only a skeleton staff remained after it was put into operation. Samsung withdraws personnel. This is just one example of Samsung clearly showing that its foundry business is in trouble.

With the new subsidies, I think it’s safe to say Samsung hasn’t completely given up on its Texas factory yet. The new timetable suggests it will be up and running by 2026. 2027 1.4nm chips A fair chance.

Samsung OEM competitor TSMC (British Semiconductor) on the other hand it is reported Suspension of U.S. factory completions. This was in response to the recent US election and the uncertainty surrounding the elected president Donald Trump’s proposed tariffs. He also said something about TSMC stealing U.S. business, which may make the company’s view of the entire situation even worse. . That could lead to renewed interest in bringing the Tyler, Texas, plant online. Whatever the reason, I’m glad to see some wins for the Samsung foundry. In particular, there are reports that Samsung has held internal negotiations to let TSMC produce Exynos chipsets.

If Samsung can achieve with Exynos half of what Apple achieved by switching to Apple chips, Galaxy phones will be even better. This is just a net positive for the end consumer.

Now Galaxy phones are more expensive than iPhones Switching to Exynos may help bridge that gap to some extent. Especially after reports surfaced that Qualcomm had significantly increased the cost of the upcoming Snapdragon 8 Elite Gen 2.

2024-12-23 17:01:26

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