Hardware · Jul 31
Samsung Taylor Fab 2 Shows Why Chip Supply Waits for 2028
Samsung plans a second Taylor, Texas fab this year, but its supply warning is the real lesson.
- Treat fab groundbreaks as early signals, not immediate supply relief.
- Use 2028 as a planning reminder that chip capacity ramps slower than demand.
- Watch long-term supply agreements because they reveal which customers want guaranteed capacity.