AMD shares climbed 4% in morning trading after the reports. Samsung Electronics is reportedly preparing to manufacture semiconductor components for AMD and Nvidia at its upcoming Taylor, Texas facility, according to South Korea's Maeil Business Newspaper, and the plant has already secured orders for its entire planned capacity. AMD is expected to account for a large share of those orders, though contract values and production volumes were not disclosed. The new plant, about 1.5 times larger than Samsung's first Taylor facility, will use 2-nanometer technology, with construction starting this month, equipment installation targeted for around February 2029, and mass manufacturing expected in 2030. The reported deal could give AMD another source of advanced chip production capacity as demand for computing chips grows.
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