TSMC 2nm capacity has been fully booked.
Samsung and SK Hynix plan to expand advanced NAND flash memory production capacity.
AMD plans to begin production of CPUs based on its 2nm process in 2026.
It’s reported that Google and AWS plan to adopt 2nm process in Q3 and Q4 2027 respectively.
Apple iPhone chips may not use INTEL advanced process; heat dissipation becomes a key issue.
Semco Tianjin MLCC factory is operating at full capacity, with 8,000 employees working in shifts 24 hours a day to ensure uninterrupted production.
SpaceX plans to build a solar-powered AI data center and has applied to deploy 1 million satellites.
Samsung and SK Hynix may rush to mass-produce HBM4 before testing is complete. ZDNet
NVIDIA plans to launch its “Feynman AI” GPU in 2028, which is expected to use TSMC A16 process, featuring a rear-mounted power supply design.
