Samsung’s second Texas fab to make AMD and Nvidia memory parts, report says
Maeil Business Newspaper says orders cover the plant’s full output, with AMD accounting for most of the volume. Samsung declined to comment.
Samsung’s second semiconductor factory in Taylor, Texas, will manufacture components for AMD and Nvidia’s AI memory, according to South Korea’s Maeil Business Newspaper. The newspaper cited industry sources and reported that customers had booked all of the plant’s production capacity.
The components are base dies, which form the logic layer beneath stacks of high-bandwidth memory used to feed AI processors. AMD represents most of the booked volume, the newspaper reported. Samsung declined to comment, while Reuters and TNW said they had not independently verified the report.
The newspaper said the factory would use Samsung’s 2-nanometer manufacturing process and occupy about 2.7 million square feet. Equipment deliveries are expected to begin in February 2029, ahead of mass production in 2030. Taylor’s city council approved engineering support for permits for the second factory in March.
Samsung’s first Taylor factory is scheduled to begin mass production in 2027. Investment in that project rose from US$17 billion to US$37 billion, including a US$4.75 billion subsidy through the US CHIPS Act. Its anchor customer, Tesla, signed a US$16.5 billion contract covering its AI5 and AI6 chips. The 1,268-acre campus can accommodate up to 10 factories.
