Samsung reportedly plans second Texas fab to make HBM base dies for AMD and Nvidia
Maeil Business, citing industry sources, reports Taylor Fab 2 will use 2-nanometre technology, break ground in November and start mass production in 2030 with its full output already ordered, mostly by AMD; Samsung declined to comment.
Why it matters
The base die is the logic layer at the bottom of an HBM stack, and current HBM4 base dies use a 4-nanometre process. Making them in Texas would pair US-built logic with DRAM core dies from South Korea, according to the report. The plan would add a second Samsung fab at Taylor, where the first plant is tied to a supply deal with Tesla. The report is unconfirmed: watch for a Samsung announcement or the reported November groundbreaking.
Key facts
- Taylor Fab 2 in Texas
- 2-nanometre technology, per Maeil
- About 2.7 million square feet
- Equipment installation from February 2029
- Mass production expected in 2030
- Samsung declined to comment