According to South Korean media outlet The Korea Economic Daily, Samsung is reportedly considering further investment in its Taylor, Texas plant. Specifically, the company is said to be reviewing the addition of an advanced packaging line alongside its foundry and R&D facilities.

The report notes that Samsung recently secured a 22.8 trillion KRW (approximately USD 16.5 billion) contract to produce Tesla’s AI6 chips at the site. As these chips require advanced packaging to integrate AI memory like HBM, the need to establish such capabilities in Taylor has become more pressing.

Should Samsung proceed with building the advanced packaging facility, the project would involve an additional investment of approximately USD 7 billion (about 9.7 trillion KRW), as the report highlights. Meanwhile, a Samsung spokesperson stated the company is reviewing various U.S. investment options, though no concrete plans have been finalized, according to the report.

Alongside plans for additional investment, Samsung is reportedly fast-tracking mass production line construction at its Taylor, Texas foundry. According to ZDNet, the company aims to complete the cleanroom in early Q4 and begin equipment installation by the end of the year. If the schedule stays on track, mass production could start as soon as the second half of next year, as the report highlights.

Earlier this month, Liberty Times, citing South Korean outlet FNnews, also notes that Samsung has dispatched experts from various semiconductor fields to its plant in Texas. According to Wccftech, the move is likely intended to speed up construction of the Taylor facility.

SK hynix Reportedly Eyes U.S. Memory Production—But No Formal Plans Yet

Meanwhile, according to the report citing sources, SK hynix is also exploring the possibility of building new production lines in the U.S. for HBM and other DRAM products. This would complement its USD 3.87 billion advanced HBM packaging facility currently under construction in West Lafayette, Indiana, the report adds.

As the report indicates, domestic HBM production by SK hynix would support the Trump administration’s efforts to strengthen local manufacturing, giving major clients like NVIDIA access to U.S.-made AI memory. In response, SK hynix said it has not formally considered setting up memory lines in the U.S., according to the report.