Samsung's second Taylor fab reportedly fully booked before 2030, mostly for AMD and Nvidia HBM base dies
Beth_Kindig · x · 2026-11-05
Samsung's second fab in Taylor, Texas is reportedly fully booked ahead of mass production in 2030. Output is dominated by HBM base dies for AMD, followed by base dies for Nvidia — a sign of how far in advance AI chip supply is being locked up.
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