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Samsung's 2 nm Taylor Fab 2 Reportedly Fully Booked, Mostly by AMD

What happened

According to an exclusive from Korea's Maeil Business Newspaper citing industry sources, Samsung's second fab in Taylor, Texas (Taylor Fab 2) has reportedly booked its entire planned output, with most of it going to AMD, and AMD's volume alone is reportedly enough to stretch the fab's capacity. Taylor Fab 2 will make HBM base dies for AMD and NVIDIA on a 2 nm process. Samsung declined to comment, saying it can't confirm customer-related details. The base die is the logic chip at the bottom of an HBM stack, and Samsung plans to pair the Texas-made dies with DRAM produced in South Korea and ship them as finished HBM. Its current HBM4 and the sampled HBM4E use 4 nm base dies, so 2 nm or smaller seems aimed at later HBM generations. The deal also follows Lisa Su's visit to Samsung in October, where Samsung reportedly wanted foundry orders from AMD in return for the HBM that AMD urgently needs. A March MOU had already made Samsung the primary HBM4 supplier for the Instinct MI455X.