Next week (April 15th) Samsung is expected to announce it will build a second fab in Taylor, Texas plus funding for additional R&D and packaging facilities to bring its total investment in Taylor to $44 billion.

In 2021, Samsung announced a $17 billion investment in Taylor for its first fab in the city.

This week’s investment is said to be $20 billion for a second fab and $4 billion for a packaging plant plus increased R&D capabilities.

Taylor 2 is expected to focus on HBM. DRAM producers are estimated by TrendForce to be to allocating approximately 250k wpm (14% of total capacity) to producing HBM this year, with HBM revenues rising from around 8.4% of DRAM industry revenues last year to 20.1% by the end of this year.

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On the back of a recovering memory market Samsung said it expected Q1 operating profit to be up 930% y-o-y at $4.9 billion.

Chips Act subsidies for Taylor are reported to be in the region of $6 billion but have not yet been announced.

Unconfirmed reports say that first silicon will be run in Taylor 1 in July, and the Seoul Economic Daily, quotes the president of Samsung’s foundry business – Choi Siyoung – as saying that mass production will begin in 2025.

By: DocMemory
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