Samsung Electronics said on Thursday it anticipates winning further foundry deals to produce logic chips using its advanced 2 nanometer process, and that it has been engaged in talks with large technology customers about potential contracts.
The company, which operates in the contract chip manufacturing market alongside rivals such as TSMC and Intel, also confirmed it is conducting a preliminary review into building a second fabrication plant in Taylor, in the U.S. state of Texas. Samsung said that review is being carried out in line with ongoing discussions with customers about possible orders.
Samsung reiterated that it remains on schedule to begin operations at its first Taylor fab this year and expects to commence volume production there in 2027. Those timing commitments align with the company's broader push to scale its advanced logic manufacturing capability.
Last year, Samsung secured a $16.5 billion order from Tesla to produce logic chips. In January, Korean media reported that Samsung had been in talks with Qualcomm and other customers regarding the 2 nanometer process.
The company's comments underscore its intent to attract additional customers for an advanced process node and to align U.S. manufacturing capacity with expected client demand. Samsung framed the potential second Taylor fab as a preliminary, customer-driven review rather than a finalized capital commitment.
Contextual notes - Information on potential customer discussions and the second-fab review was described by Samsung as ongoing and preliminary. The company has stated specific timing for its first Taylor facility - operations starting this year, with volume production targeted in 2027 - and previously announced a large order from Tesla.
The company did not provide further contract details or additional customer names beyond media reports that cited discussions with Qualcomm and other unnamed clients.