According to Maeil Business Newspaper of South Korea, Samsung will manufacture advanced memory-chip parts for AMD and Nvidia at its second semiconductor plant in Taylor, Texas. Samsung has secured customers for all planned output at the plant, with AMD taking the bulk of the committed capacity. The plant will produce base dies for high-bandwidth memory (HBM) using 2-nanometer technology across about 2.7 million square feet, with equipment expected to be installed from February 2029 and mass production in 2030. The deals suggest leading AI chipmakers are locking up long-term access to specialized manufacturing capacity, but they do not immediately boost Samsung's foundry or HBM market share. The next catalyst is confirmation of customer agreements and construction progress at the Texas facility.
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NVDA
▲ Likely positiveNvidia
Relevance: medium
| 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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