Samsung Electronics apne Taylor, Texas wale naye foundry ko AI chip production ke liye taiyaar kar raha hai. Yeh project 2030 tak **2-nanometer** technology par focus karega, lekin isme invest kiya gaya bhari capital aur lambi timeline abhi bhi ek bada concern hai.
Texas mein AI chips ka hub banega Samsung
Samsung Electronics ne apna pura focus ab high-end AI hardware par shift kar diya hai. Reports ke mutabik, inka Taylor, Texas wala dusra foundry, AMD aur Nvidia ke liye High-Bandwidth Memory (HBM) chips ke base dies banayega. Khabrein toh yeh bhi hain ki factory ki capacity abhi se fully booked hai, jisme AMD sabse bada client bataya ja raha hai.
Kya hai technology aur plan?
Yeh naya facility approx 2.7 million square feet mein phaila hai. Samsung yahan 2-nanometer process technology ka use karega, jo agle generation ke powerful AI chips ke liye bahut zaroori hai. Haalaanki, company ne abhi tak in contracts ko lekar koi official confirm news nahi di hai.
Timeline aur Risks par nazar
Market mein charcha hai ki construction November 2026 mein shuru hoga, lekin mass production 2030 se pehle shuru hona mushkil hai. February 2029 tak equipment installation ka plan hai, matlab revenue aane mein abhi kaafi waqt hai.
Samsung ne apni capital spending ko 60% se zyada badha diya hai taaki SK Hynix, Micron, aur TSMC jaise rivals ko takkar de sake. Itna bada karcha aur production mein 4 saal ka wait company ke profit margins aur cash flow par pressure daal sakta hai. Agar AI chip ki demand future mein umeed ke hisaab se nahi rahi, toh investors ke liye yeh ek bada risk ho sakta hai.