Samsung to Make AMD, Nvidia Chip Parts at Second Texas Plant, Maeil Business Reports
The second Taylor fab would make base dies for AI memory chips, with most of the booked output reportedly tied to AMD.
- On Tuesday, Samsung Electronics announced it will use its second Taylor, Texas plant to produce base dies for AMD and Nvidia high-bandwidth memory chips, according to Maeil Business Newspaper.
- Formal construction is due to start this month for the new facility, which will use advanced 2-nanometre technology and cover about 2.7 million square feet, roughly 1.5 times the size of Samsung's first Texas plant.
- Kiwoom Securities expects Samsung's foundry arm to return to profit from the fourth quarter as the company projects 2-nanometre orders will grow more than 130% this year, driven by AI demand and capacity constraints at rival TSMC.
- The project follows Samsung's initial investment that grew to $37 billion in the Taylor campus, which includes a $4.75 billion US CHIPS Act subsidy; the first fab primarily services Tesla under a $16.5 billion contract for AI5 and AI6 chips.
- Equipment installation is scheduled for February 2029, with mass production in 2030, as memory rivals including SK Hynix and China's CXMT race to scale capacity amid surging AI demand.
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It is reported that Samsung Electronics’ foundry (semiconductor contract manufacturing) division is highly likely to produce artificial intelligence (AI) chips for a U.S. cloud company using the 2-nanometer (nm) process through Faraday, a Taiwanese semiconductor design specialist. Samsung Electronics, which previously contracted directly with major clients such as Tesla and Broadcom, is now targeting high-performance computing (HPC) through its …
Samsung would have orders for all production of a second chip plant in Taylor, Texas, where it would manufacture AI memory components for AMD and Nvidia. The project, whose construction is scheduled to begin in November 2026, would use a 2 nanometer process and aim to produce mass by 2030.
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