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

What happened

Samsung will use its second foundry plant in Taylor, Texas, to make base dies for high-bandwidth memory chips for AMD and Nvidia, Maeil Business Newspaper reported. Construction starts this month, equipment installation is expected from February 2029, and mass production in 2030.

Confirmed

Global impact / market context

Samsung is committing a large plant and advanced 2-nanometre technology to memory components for AI chip designers. Secured orders for all output reduce sales risk, supporting capital spending, future revenue, and its effort to win foundry customers beyond its own memory business.

Analyst inference

AMD and Nvidia depend on high-bandwidth memory, which means fast memory stacked beside processors for AI work. Adding a second Samsung site in Texas broadens where these key parts are made, which matters for supply availability and for investors judging Samsung's competitive position.

Analyst inference

What to watch

1. Construction is due to start formally this month, and Maeil reports the plant has secured orders for its entire output, with most of the secured volume intended for AMD. Confirmed
2. Watch whether Samsung confirms the reported plan, since it declined to comment and the details rest on industry sources rather than an official announcement. Proposed
3. Track equipment installation from February 2029 and mass production in 2030, because delays would push back revenue and raise costs before the plant earns money. Analyst inference

Evidence

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