Samsung Electronics reportedly will make base dies for high-bandwidth memory (HBM) chips at its second Texas plant, with orders covering all planned output, mostly from AMD, according to Maeil Business Newspaper as cited by Reuters. Nvidia could also join the customer list, though Samsung would manufacture these components rather than the main processors designed by AMD and Nvidia. The 2.7 million square foot factory, about 1.5 times the size of Samsung's first Texas plant, is scheduled to begin construction this month, with equipment installation in 2029 and production in 2030 using the 2-nanometer process. Samsung's first Texas plant already has a $16.5 billion contract with Tesla, signed in July 2025. In pre-market trading on Tuesday, AMD shares rose about 2.3% and NVDA shares rose about 1.4%, while Stocktwits sentiment moved to bullish for AMD and bearish for Nvidia.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: AMD, Nvidia Could Join Tesla On Samsung’s Texas Chip Plant Customer List: Report
Read the original on Yahoo Finance ↗
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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