When we talk about artificial intelligence, there are several proper names that star in the conversation. NVIDIA has become the foundation and cement of AI thanks both to their products as, above all, your money. But it’s impossible to leave Samsung out of the equation. Your HBM4 memories They are the ones that will allow NVIDIA and AMD manufacture their platforms new generation, but South Koreans do not want to stop there. They seek to be the largest advanced factory in the world and have launched a plan to wipe TSMC where it hurts the most.
In the expansion throughout the United States.
An x8 thanks to AI. 2025 was a transition year for Samsung. While its great rival in the memoir segment –SK Hynix– dominated the HBM chip marketSamsung is preparing to make the leap with HBM4 chips. This is the new generation of high-bandwidth memory designed to power the new AI platforms from both NVIDIA and Samsung.
The effort paid off by overtaking SK and becoming the supplier of the two giants, and it is something that is already materializing. At least in estimates profit, of course. Now the company forecast profits of about 38 billion dollars for the first quarter of the year, something that destroys the profits of the same period last year, being eight times more.
Texas. The company does not stop manufacturing the new HBM4 memory, but even so it cannot satisfy the enormous demand of its customers and there are already those who expect that the prices of these chips will increase by more than 50%. To meet demand, Samsung is moving, and The United States is key in its ambitious expansion. The South Korean company seeks to invest 37,000 million dollars in US soil, and 17,000 million of them they will stop to the Taylor, Texas plant.
According to Korea Heraldthe company is finalizing hiring for this semiconductor plant where they hope to produce cutting-edge 2-nanometer chips. It is estimated that 1,500 people will be directly employed and the idea is to produce transistors with gate-all-around architecture.
TSMC in the spotlight. Recent reports indicate that Samsung has already begun producing test units of chips in that lithography with the aim of beginning mass production by 2027. But this expansion is not only occurring in the United States. At the Pyeongtaek Campus, Samsung’s operations center, building a new factory for which Samsung has just ordered 20 EUV lithography machines valued at almost $8 billion. As it could not be otherwise, they are from ASML and it is estimated that the plant will have 70 units in total to support the production of HBM4 memory chips.
And these two movements have one goal in mind: to dethrone the queen of semiconductors. Currently, TSMC takes the lead with NVIDIA and Apple as its best clientsbut Samsung is another industry giant that may not take the global throne, but is aiming for something more concrete: to be the one who leads the way in the United States.
Both Samsung and TSMC are in full expansion throughout the United States, but if Samsung manages to start mass manufacturing of 2nm chips by 2027, it would overtake TSMC -focused on 2/3nm chips– in that development of advanced chips in the United States. It is still a vital race, since Tesla, Apple, NVIDIA or AMD are trying to get chips manufactured in the US and thus meet the demands of Donald Trump’s government.
Trojan horse. In the end, it’s a move that Samsung can only win from. On the one hand, expand its HBM4 chip capacity to power AI platforms that do not seem to stop increasing in the short term. On the other hand, continuing to settle on American soil where it maintains a battle with the Taiwanese giant. But, also, Samsung is one of the founding members of the EPIC program of Applied Materials together with SK Hynix.
They are positioning themselves to be the big player in semiconductors both as a factory and when it comes to designing machines and processes that allow for shorter development times for cutting-edge chips. and all this foreign companies are doing it on US soil when what the current government wanted was for were American companies those who will take the lead.
In fact, Samsung’s plans are so ambitious that they are already looking for master 1nm chip production by 2030.
In Xataka | ASML has discovered a way to further improve its SVU machines. This is terrible news for China and the US.
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