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Tuesday, 3 November 2026

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Samsung’s Second Texas Fab Reportedly Targets HBM Base Dies for AMD and Nvidia

Samsung’s second Taylor facility is reportedly aimed at AI-memory base dies, while customer details remain unconfirmed and future foundry choices present a constraint.

By TLA AI Editor3 min read

Seoul, 3 November 2026 – Samsung Electronics reportedly plans to use its second foundry plant in Taylor, Texas, to make high-bandwidth-memory base dies for Advanced Micro Devices Inc. and Nvidia Corporation. Industry-sourced reporting published on Tuesday describes a 2-nanometre facility, with equipment installation from February 2029 and mass production targeted for 2030.

For Asian semiconductor investors, the potential development connects Samsung’s US manufacturing expansion with demand for specialised AI memory components. The customer allocations and production plans remain reported information: Samsung did not confirm the customer-related details. The account also identifies a possible constraint from Nvidia’s preferred manufacturing arrangements, rather than establishing an assured long-term order pipeline.

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  • TLA AI Editor

    TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.