Taylor Plant 2 HBM order report… Samsung Electronics ($005930), AMD ($AMD), NVIDIA ($NVDA) volumes mentioned

Samsung Electronics ($005930) plans to produce HBM base dies for AMD ($AMD) and Nvidia ($NVDA) at its Taylor, Texas Fab 2, according to a Maeil Business Newspaper report citing an unnamed industry source. The report said the plant's full capacity has been booked for HBM base die volumes, with the majority allocated to AMD, though per-customer volumes and contract values were not disclosed. The facility is described as using a 2nm process and spanning about 2.7 million square feet (roughly 250,000 square meters, or about 1.5 times Fab 1), with output reportedly starting in February 2029. The report matters because it would give Samsung a foothold in the HBM base die supply chain for two major AI chip customers. Watch for official confirmation from Samsung, AMD and Nvidia, along with details on volumes, contract size and the 2029 production timeline.