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Samsung Foundry targets 2025 profitability with Tesla AI chip production and Taylor fab launch
Thursday, January 15, 2026 at 08:46 AM
Samsung Electronics expects its foundry division to return to profitability in 2025, driven by mass production of Tesla AI5 and AI6 chips and the upcoming operation of its Taylor, Texas facility. The division is targeting 2nm orders from Qualcomm and AMD as TSMC capacity remains saturated. Currently, 4-8nm nodes are operating at maximum capacity to support HBM logic dies and chips for IBM.
Context
Samsung Electronics is projected to return to profitability in 2025, reversing a 7 trillion won loss. This recovery is driven by mass-producing Tesla’s AI5 and AI6 chips for autonomous systems, with Samsung serving as the exclusive manufacturer for the AI6. As TSMC faces capacity saturation and rising costs, Samsung is courting Qualcomm and AMD with stabilized 2nm and 3nm process yields to diversify the global AI supply chain.
The $37 billion Taylor, Texas fab is central to this shift, with mass production scheduled for the second half of 2025. This facility leverages U.S. manufacturing policies to attract American tech giants. Furthermore, Samsung reports maximum capacity utilization for its profitable 4-8nm nodes, currently used for IBM chips and HBM logic dies. By offering an alternative to TSMC’s long lead times and high pricing, Samsung aims to capture significant market share from global big tech firms.
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