Samsung to make AMD and Nvidia HBM parts at second Texas fab, report says

Samsung will use its second chip plant in Taylor, Texas, to make parts for AMD and Nvidia’s AI memory, South Korea’s Maeil Business Newspaper reported on Tuesday, citing industry sources.

The plant will produce base dies for high-bandwidth memory, the logic layer that sits at the bottom of the stacked memory chips feeding AI processors. Most of the booked volume is for AMD, per the report. The paper says the plant has already secured orders for its entire output.

Samsung declined to comment, and Reuters said it could not confirm the report. TNW has not independently verified it either.

The second Taylor fab will run on Samsung’s advanced 2-nanometre process and cover about 2.7 million square feet, roughly 1.5 times the size of the first plant, per the report. Formal construction is due to start this month. Equipment should arrive from February 2029, with mass production in 2030.

The first Taylor plant, a project that grew from $17 billion to a $37 billion total investment, is due to start mass production in 2027. Its anchor customer is Tesla, which signed a $16.5 billion contract for its AI5 and AI6 chips. The 1,268-acre site has room for up to 10 fabs.

The project has been visible on the ground for months. Taylor’s city council approved engineering support for the second fab’s permits back in March, and Samsung has been hiring for the campus. The first plant’s bill includes a $4.75 billion subsidy under the US CHIPS Act.

A second fab filled before ground is broken would mark a turnaround for Samsung’s foundry arm, which has lost money for years.

Kiwoom Securities expects the unit to return to profit from the fourth quarter. Samsung has projected that its 2nm orders will grow more than 130% this year, helped by AI demand and strained capacity at rival TSMC.

It would also deepen the US supply chain for AI memory, where demand has outrun supply. Memory rivals are racing to catch up, from SK Hynix to China’s CXMT. AMD, meanwhile, has been locking in capacity across the board as its AI chip business scales up.

Story by Alina Maria Stan

Alina Maria Stan builds connections that people actually feel. As co-founder and COO of Tekpon, she turns product intuition into real moment (show all) Alina Maria Stan builds connections that people actually feel. As co-founder and COO of Tekpon, she turns product intuition into real moments of discovery, shaping how teams find and adopt SaaS every day. Since 2020, she has led Tekpon’s brand voice, media strategy, and growth plays with a clear focus on human outcomes behind every metric. Before Tekpon, Alina followed curiosity across industries and countries. She was CEO of King Casino Bonus and led affiliate and brand strategy at Extremoo Media and Fable Media in Denmark, where she learned how to build partnerships that last. Early on, she sharpened her CRM and pricing instincts at K.H. ApS, always asking why customers choose what they choose. Her approach is rooted in more than a decade of international experience and two master’s degrees, one in Sustainable Consumption from the Technical University of Munich and one in Consumer Affairs Management from Aarhus University.