Samsung’s chipmaking business may have just landed a major customer. According to a new report, AMD has committed to using nearly all the production capacity at Samsung’s second Texas chip plant. The deal doesn’t involve phones directly, but it could matter for the Android phones that run on Samsung’s own chips down the road.
The report comes from Korea’s Maeil Business Newspaper, as Wccftech notes, citing sources familiar with the matter. AMD will reportedly use Samsung’s Taylor Fab 2 in Texas to make the logic base dies for its next-generation HBM, the high-bandwidth memory used in AI accelerators. Samsung would then pair those dies with DRAM made at its memory fabs in South Korea and deliver finished HBM stacks to AMD.
AMD’s order is so large that it reportedly takes up virtually all of the plant’s planned capacity. Samsung’s first Taylor plant already has Tesla lined up for automotive chips.
Samsung’s second Texas fab won’t be ready until 2030
Don’t expect this to change anything soon. Taylor Fab 2 is massive, at about 2.7 million square feet, or roughly 1.5 times the size of the first Taylor plant. Ground preparation is done, and construction is starting now. Samsung is targeting February 2029 to start moving in equipment, with mass production on its 2nm process planned for 2030.
Wccftech also points out that this is still a single-source report, so keep that in mind.
There’s a bigger story here, too. Samsung’s foundry business has struggled to win major customers from TSMC, which makes chips for Apple, Qualcomm, and NVIDIA. NVIDIA reportedly wants all of its custom HBM base dies made through TSMC, so landing AMD is a big win for Samsung.
So what does this mean for Galaxy phones? A healthier foundry business gives Samsung more money and more reasons to keep improving its 2nm process. That’s the same process behind the Exynos 2700, which is expected to power the Galaxy S27, S27 Plus, and S27 Pro in some regions. Wccftech also notes that shifting HBM work around has reportedly freed up 2nm capacity for Samsung’s next Exynos 5G modem.
Samsung still relies on Qualcomm for its most premium phones. The Galaxy S27 Ultra is expected to use the Snapdragon 8 Elite Extreme Gen 6, which TSMC makes. If Samsung can prove its 2nm process is good enough for AMD, it could make a stronger case for more Exynos chips in future Galaxy flagships.
The post Samsung’s Next Texas Fab Could Be Almost Entirely for AMD appeared first on Android Headlines.
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