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Samsung semiconductor manufacturing expansion

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2026-10-24 05:24 UTC → 2026-10-24 14:33 UTC · added ~~removed~~

Samsung is expanding its semiconductor footprint through various regional and industrial initiatives. In Central Texas, Samsung Austin Semiconductor announced a $22.84 million investment in community and workforce development programs. This funding supports local nonprofits, the City of Taylor, and Taylor ISD, including a $1.5 million investment in a Skilled Trades Employment Pathway program to train technical talent. These efforts precede the construction of a second chip plant in Taylor, Texas, which is slated to begin in November, while the first facility is expected to be operational by the end of the year. In South Korea, Samsung Electro-Mechanics is receiving a joint investment of approximately 2.5 billion euros (3.7 trillion won) from Tesla and Nvidia. This capital is intended to expand production capacity for specialized substrates used in high-performance AI chips to address supply chain bottlenecks. Tesla has secured a long-term supply agreement running through 2033, investing roughly 1.1 trillion won to expand a production line in Sejong to support autonomous driving technology and the Optimus humanoid robot. Mass production for these components is scheduled for the second half of 2028, with deliveries expected to begin in 2029. Nvidia is also expanding its partnership to increase production capacities in Sejong and Busan. Recent reports indicate that while these investments aim to mitigate supply chain issues, the broader AI sector faces infrastructure hurdles. Amazon Web Services (AWS) is reportedly storing billions of dollars in Nvidia AI server racks in warehouses because its data centers lack the electrical capacity required for operation, a situation described as ‘dark GPUs’.

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