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36Kr · AI·· 8 days ago65

Samsung plans to build Taylor II plant, to produce HBM base wafers for AMD and Nvidia

Brief overview

Samsung Electronics plans to break ground for Taylor II Factory in Taylor, Michigan in November 2026, with all production capacity booked by AMD and NVIDIA, to use a 2-nanometer process for producing HBM-based bare dies, with equipment expected to move in by 2029 and mass production scheduled for 2030.

Same story1 other outlet also reported this

  1. ITHome · AI··First

    Samsung Electronics plans to produce HBM-based wafers for clients such as AMD at its second semiconductor plant in Taylor, USA.

  2. 36Kr · AI··+2 d·Reading now

    Samsung plans to build Taylor II plant, to produce HBM base wafers for AMD and Nvidia

    Adds:Nvidia as a customer for the HBM base wafers.

In order of publication · later reports are added as they appear · Compared by AI from each outlet’s title and summary

Source: 36Kr · AI · 36kr.com