TSMC faces a severely short supply of 2nm capacity with order backlogs extending through 2028, and the local supply chain in Taiwan is already fully booked. NVIDIA’s latest Vera Rubin platform will begin shipping in H2 2026, causing demand for…
TSMC and Samsung have raised prices for their main 5nm and 4nm chips. TrendForce Samsung will supply HBM4 chips to OpenAI for use in the latter’s first self-developed AI processor. Korea Economic Daily Intel will raise CPU prices by 10%…
NVIDIA will sell 1 million GPU chips to Amazon by the end of 2027. TSMC’s advanced process is driving up prices, and orders are expected to continue until 2027. TrendForce Micron CEO: Humanoid robots are expected to drive new demand…
Samsung: HBM4 will dominate shipments in 2026; HBM5 will use a 2nm process. NVIDIA resumes supplying H200 to the Chinese AI chip market; Groq Chip completes its inference product portfolio. Musk: Tesla’s self-developed AI5 chip is mainly optimized for AI…
NVIDIA stated that China approved the sale of the H200. Samsung plans to invest more than $73.24 billion to lead the AI chip industry. Musk: SpaceX AI and Tesla will continue to place large-scale orders for NVIDIA chips. The value…
The head of Samsung’s foundry business: Samsung will begin producing Tesla chips in H2 2027. Samsung stated that chip demand is experiencing explosive growth, and Samsung is seeking multi-year contracts with major customers, with terms ranging from three to five…
Samsung is developing 2nm HBM5 processor while also producing the 4nm NVIDIA Groq 3 LPU. NVIDIA will launch the Groq chip, which will be available in the Chinese market and will be launched in May 2026. VIS plans wafer price…
Jensen Huang: NVIDIA has partnered with TSMC to fully mass-produce co-packaged optical chips for use in the Spectrum X chip. NVIDIA releases the Vera Rubin platform, which features 256 LPUs per rack. SK Hynix showcased its AI-driven memory competitiveness at…
Jensen Huang: The Groq chip is manufactured by Samsung; systems based on the Groq chip will be launched in H2 2026. NVIDIA launched NemoClaw, supporting one-click installation. Micron announced that its 36GB 12-Hi HBM4 memory, designed specifically for the NVIDIA…
Amazon and Meta launch large-scale investments simultaneously, stimulating demand for contract manufacturing. Foxconn’s revenue exceeded $252.77 billion by 2025, and its shipments of AI server racks are expected to double in 2026. ByteDance postpones global launch of Seedance 2.0 model…
