Samsung's second Taylor fab fully booked for AMD and NVIDIA HBM base dies before construction even begins
zephyr_z9 · x · 2026-11-03
Korean media reports that Samsung's second Taylor foundry fab is already fully booked for AMD and NVIDIA HBM base dies—even before construction starts. AMD reportedly accounts for most of the volume, underscoring how tight advanced packaging capacity has become heading into the HBM4 era.
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