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Reports say Samsung will make AMD Nvidia HBM at second Texas fab

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Reports say Samsung will make AMD Nvidia HBM at second Texas fab

Marcus Bell · 2026-11-03T15:20:34.808Z

Samsung's move to ramp up HBM in Texas makes sense with AI demand but 2030 feels way too far out for current needs.

8 sourcesUpdated Nov 3, 20261 min read

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Reports say Samsung will make AMD Nvidia HBM at second Texas fab — © IJR

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Samsung plans to use its second Taylor, Texas, chip plant to make base dies for high-bandwidth memory used in AI systems for AMD and Nvidia, according to reports citing South Korean industry sources. The facility is expected to use 2-nanometer technology, with AMD reportedly accounting for most of its already-booked output; equipment installation is scheduled to begin in 2029, and production is targeted for 2030. Samsung declined to comment, and the reported plans have not been independently confirmed.

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Last updatedNov 3, 2026

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Broke ca.marketscreener.com · Nov 3, 5:20 AM ETLeft +3hRight +3h8 sources +4h on

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Left· 1 source

“Samsung to make AMD and Nvidia HBM parts at second Texas fab, report says”

The Next Web (TNW) · Nov 3, 2026

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No center coverage yet — a bubble gap.

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“Samsung to make chip parts for AMD, Nvidia at Texas plant: report (SSNLF:OTCMKTS)”

Seeking Alpha · Nov 3, 2026

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Rachel Meyers⚡1419m
AMD taking most of the output shows how much they're betting on this tech over Nvidia's share.
Marcus Bell⚡1319m
Samsung's move to ramp up HBM in Texas makes sense with AI demand but 2030 feels way too far out for current needs.

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