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thenextweb.comNOV 32 min read

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

Samsung plans to use its second Texas fab to produce AI memory parts for AMD and Nvidia, according to a report. The plant, set for 2030 production, is booked at full capacity, with most orders from AMD. Samsung declined to comment. The first plant, investing $37B, will start production in 2027, supplying Tesla. Samsung's foundry unit expects profitability by Q4, with 2nm orders projected to grow over 130% this year.

Original reporting
thenextweb.com
Published Nov 3, 2026, 1:02 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 3, 2026, 1:10 PM UTC. Informational, not investment advice.
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Samsung to make AMD and Nvidia HBM parts at second Texas fab, report says — source image
Source · thenextweb.com
Decision brief

The 30-second read

Low
01

Why it matters

The announcement secures a steady stream of high‑margin orders, improving the outlook for Samsung's foundry earnings and may reduce reliance on TSMC capacity.

02

Market read

The fab expansion signals a strategic win for Samsung in the AI memory market, with potential upside for its stock and broader implications for the US chip ecosystem.

03

What to watch

Potential delays in equipment delivery or regulatory hurdles could postpone the 2030 production start.

Relevance 7/10Novelty 7/10Timing: future outlook, impact materializing from 2029 onward

Background

Samsung's foundry arm has struggled with profitability; the second Texas fab aims to capture AI-driven memory demand.

Market effects

Sector

Strengthens the AI‑memory supply chain, may ease capacity constraints for AMD and Nvidia.

Regional

Boosts US semiconductor manufacturing footprint and could attract further CHIPS Act incentives.

Global

Highlights continued shift of advanced chip production to the United States, affecting global fab competition.

Counterpoint

What could challenge this read

If demand for AI memory softens, the fab could become underutilized, pressuring Samsung's margins.

Key entities

  • Company
    Samsung Electronics

    South Korean semiconductor giant launching a second Texas fab.

  • Company
    AMD

    Primary customer for the new HBM production.

  • Company
    Nvidia

    Secondary customer for the new HBM production.

Read at source← All news

StorySamsung to build second Texas fab for AMD and Nvidia HBM base dies

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