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Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab
What happened
South Korea's Maeil Business Newspaper reported on November 3, citing industry sources, that Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's planned output. The report said the plant would also supply Nvidia, although Samsung has not confirmed either customer's orders.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
HBM base dies
Source and time
Source: DigiTimes Asia · 11/3/2026 · View original source
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