据韩国《每日经济新闻》周二援引业内人士报道，三星将在得克萨斯州泰勒市的第二座芯片工厂生产AMD和英伟达AI内存的部件。
Samsung will use its second chip plant in Taylor, Texas, to make parts for AMD and Nvidia’s AI memory, South Korea’s Maeil Business Newspaper reported on Tuesday, citing industry sources.
该工厂将生产高带宽内存的基础晶圆，即堆叠在底部为AI处理器供电的内存芯片的逻辑层。据报道，大部分已预订产能归AMD所有。该报称，该工厂已锁定其全部产量的订单。
The plant will produce base dies for high-bandwidth memory, the logic layer that sits at the bottom of the stacked memory chips feeding AI processors. Most of the booked volume is for AMD, per the report. The paper says the plant has already secured orders for its entire output.
三星拒绝置评，路透社表示无法证实该报道。TNW也未独立核实。
Samsung declined to comment, and Reuters said it could not confirm the report. TNW has not independently verified it either.
据报道，第二座泰勒工厂将采用三星先进的2纳米工艺，占地约270万平方英尺，规模约为第一座工厂的1.5倍。正式施工预计将于本月启动。设备预计于2029年2月进场，量产定于2030年。
The second Taylor fab will run on Samsung’s advanced 2-nanometre process and cover about 2.7 million square feet, roughly 1.5 times the size of the first plant, per the report. Formal construction is due to start this month. Equipment should arrive from February 2029, with mass production in 2030.
第一座泰勒工厂项目总投资从170亿美元增至370亿美元，预计2027年量产。其核心客户为特斯拉，后者签署了一份价值165亿美元的合同，采购其AI5和AI6芯片。该占地1268英亩的场地最多可容纳10座晶圆厂。
The first Taylor plant, a project that grew from $17 billion to a $37 billion total investment, is due to start mass production in 2027. Its anchor customer is Tesla, which signed a $16.5 billion contract for its AI5 and AI6 chips. The 1,268-acre site has room for up to 10 fabs.
该项目已在地面上呈现数月。泰勒市议会早在3月就批准了第二座晶圆厂许可的工程支持，三星也在为园区招聘人员。第一座工厂的账单中包含根据美国《芯片法案》提供的47.5亿美元补贴。
The project has been visible on the ground for months. Taylor’s city council approved engineering support for the second fab’s permits back in March, and Samsung has been hiring for the campus. The first plant’s bill includes a $4.75 billion subsidy under the US CHIPS Act.
在动工前第二座晶圆厂就已满载订单，将标志着三星代工业务的转折，该业务已连年亏损。
A second fab filled before ground is broken would mark a turnaround for Samsung’s foundry arm, which has lost money for years.
Kiwoom Securities（Kiwoom证券）预计该部门将从第四季度起实现盈利。三星预计，得益于AI需求和竞争对手台积电产能紧张，其2纳米订单今年将增长逾130%。
Kiwoom Securities expects the unit to return to profit from the fourth quarter. Samsung has projected that its 2nm orders will grow more than 130% this year, helped by AI demand and strained capacity at rival TSMC.
这也将深化美国在AI存储芯片领域的供应链，目前该领域需求已超过供应。存储芯片竞争对手正竞相追赶，从SK海力士到中国的长鑫存储（CXMT）。与此同时，随着其AI芯片业务规模扩大，AMD已在全面锁定产能。
It would also deepen the US supply chain for AI memory, where demand has outrun supply. Memory rivals are racing to catch up, from SK Hynix to China’s CXMT. AMD, meanwhile, has been locking in capacity across the board as its AI chip business scales up.