TSMC initial 2nm process capacity was approximately 35,000 wafers per month, and it is projected to reach 140,000 wafers per month by the end of 2026. The cost of TSMC building its American factory is staggering: Wafer depreciation costs have…
It’s reported that TSMC will launch a major capacity expansion plan in 2026. Samsung plans to increase its monthly HBM production capacity by 50% by the end of 2026, with the goal of securing HBM4 orders from NVIDIA. Google, Meta,…
NVIDIA increases H200 chip production to meet growing demand in China. TSMC vs. Samsung 2nm Process: The most expensive mobile chip is coming. AI giants are investing heavily in data center infrastructure in US, betting hundreds of billions of dollars…
ByteDance purchases large quantities of NVIDIA H200. Rumors suggest that the price of the RTX 5090 could surge to $5,000. According to reports, NVIDIA and AMD GPUs are about to enter a “year-long price increase cycle”. IDC has further lowered…
Sources say TSMC is expected to begin expanding production capacity for NVIDIA H200 chips in Q2 2026. Memory chip prices are soaring: DDR4 prices have increased by 1800% in 2025 and are expected to continue rising until 2026. SoftBank completes…
TSMC has simultaneously started 2nm process production in Hsinchu and Kaohsiung. Samsung plans to achieve a monthly production capacity of 250,000 HBM wafers by the end of 2026, a 47% increase from its current monthly capacity of 170,000 wafers. ETNews…
NVIDIA invests $5 billion in INTEL. TSMC has begun mass production of 2nm chips: this is their first time using GAA transistor technology, resulting in a 10% to 15% performance improvement. SK Hynix plans to build its first mass production…
TSMC 2nm process is on track to begin mass production in Q4 2025 as planned. Demand of TSMC 2nm wafers exceeds supply, and prices are expected to increase for four consecutive years starting in 2026. It’s reported that Samsung wafer…
It’s reported that the Apple iPhone 18 Pro will use CIS chips manufactured by Samsung in US. Global spending on generative AI will surge to nearly $700 billion by 2030, with AI conversational platforms experiencing the fastest growth. Counterpoint Research…
It’s reported that Samsung plans to launch a GPU using “100% self-developed technology,” with the ultimate goal of creating the next Broadcom. It’s reported that SK Hynix M15X plant will begin mass production as early as February 2026. TheElec China…
