“Samsung to make AMD, Nvidia chip parts at second Texas plant, Maeil Business reports”

Key points

• Samsung will use its Taylor, Texas foundry to produce base dies for HBMs.
• The plant's output is reportedly fully secured, with most orders from AMD.
• Construction starts this month, using 2-nanometer technology across 2.7 million sq ft.
• Facility is about 1.5 times larger than the first Taylor plant already serving Tesla.
• Equipment installation begins February 2029, with mass production planned for 2030.