Samsung has also been holding off on placing orders with other suppliers for the $17 billion factory in the city of Taylor, prompting them to find other customers and send staff deployed at the site back home, others said. three people familiar with the matter.
The delay in equipment deliveries is a new setback for the Taylor project, which is at the center of Samsung President Jay Y. Lee’s ambition to expand beyond its traditional memory chips into contract chip manufacturingwhich dominates Taiwan’s TSMC.
It underlines the growing gap between Samsung and rivals such as TSMC and SK Hynix, which are ramping up production of high-end chips to meet growing demand for artificial intelligence applications.
ASML, the world’s largest supplier of chip-making equipment, cut its 2025 sales forecast on Tuesday, citing weakness in non-AI markets and delays at factories.
The Dutch company did not name the customers that have delayed their factories. Reuters is the first to report that Samsung has delayed deliveries of some ASML equipment.
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Two of the sources said the delayed shipments to Samsung’s factory in Taylor involve ASML’s advanced chip-making equipment called extreme ultraviolet (EUV) lithography. One of them said deliveries were scheduled for early this year, but the machines have not been shipped yet. The third source said Samsung has delayed the delivery of some ASML equipment to the factory, without providing further details about the equipment or the revised delivery schedule.
EUV machines, which cost about $200 million each, create design features on silicon wafers using light beams and are widely used to make advanced chips found in smartphones, electronic devices and servers. artificial intelligence.
It was not clear how many EUV machines Samsung had ordered or what payment terms it had agreed to.
ASML and Samsung declined to comment on the ASML matter. All sources Reuters spoke to declined to be identified because they were not authorized to speak to the media.
(Reporting by Heekyong Yang, Hyunjoo Jin, Toby Sterling, Fanny Potkin and Kyrstal Hu; Editing by Miyoung Kim and Muralikumar Anantharaman)
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