NVIDIA Vera CPU chips were delivered to OpenAI, Anthropic, and SpaceX in June; and OpenAI plans to begin large-scale deployment of the chip in Q3 2026. Samsung expands its NAND flash memory supply partnership with NVIDIA to accelerate the deployment…
TSMC: 2nm process has been contributing to revenue since Q2 2026; construction costs for the US factory are 4 to 5 times higher. Samsung plans to build four wafer fabs in South Korea over the next five years. ZDNET Korea…
TSMC: Demand for AI chips is strong, with an additional investment of US$100 billion in Arizona factories. SK Hynix Chairman Choi Tae-won: By 2027, the demand for AI chips and memory is expected to grow by at least 60% to…
It’s reported that TSMC is significantly expanding its PIC capacity, expecting to reach 25,000 wafers per month by 2028. Rapidus plans to start with a price of $18482 per 2nm wafer foundry. Samsung raised prices for new foundry customers by…
Samsung began mass production of advanced PM1763 E-SSD for the NVIDIA Vera Rubin platform. TSMC’s CoPoS technology mass production may be brought forward to 2028 to meet demand for GPUs or AI ASICs, especially NVIDIA’s Feynman architecture GPUs. Morgan Stanley…
Apple and Broadcom extend chip supply partnership until 2031. Micron and Ford Motor sign a long-term agreement to supply memory chips. SIA: Global semiconductor sales reached US$120.6 billion in May 2026, with the Chinese market growing by 88.8%. It is…
Huawei plans to officially enter the South Korean AI hardware market in Q4 2026, launching the Ascend 950 series chips and the Atlas 950 SuperPod computing platform. LG Energy Solutions’ joint venture with Honda in the US has shifted to…
Samsung plans to raise DRAM prices by 20% in Q3 2026; its customers received verbal notification. The global storage market is expected to reach approximately $269.23 billion in Q2 2026, representing a year-on-year increase of 380%. Counterpoint Research Micron is…
INTEL wins Google’s next-generation TPU packaging order. TSMC will reinvest $20 billion in TSMC Arizona to build a 12-inch wafer fab and advanced packaging plants. Samsung reportedly secured over $6.54 billion in orders from Meta for manufacturing 2nm AI chips.…
Samsung reiterated its foundry roadmap: mass production of 1.4nm process in 2029 and enhanced SF1.4+ process in 2030. SK Hynix plans to invest $51.46 billion to build new NAND chip factories by 2029. Apple is in talks to buy memory…
