TSMC’s 2nm capacity is already saturated, while Samsung’s foundry services are targeting customers’ replacement needs.
The market expects TSMC’s sub-1nm process to enter the trial production stage in 2029.
Samsung plans to deliver HBM4E chip samples to NVIDIA in May 2026.
Amazon will invest an additional $25 billion in Anthropico.
AMD reportedly won the Anthropic order and will import the Instinct MI450 GPU.
INTEL ramps up wafer foundry business, with equipment orders surging by 50%.
Google is in talks with Marvell to develop two new AI chips, with design and pilot production expected to be completed as early as 2027.
Faraday Future has secured $45 million in new funding to implement its EAI strategy.
Photonic computing and multi-chip architecture: European startups are joining forces to challenge NVIDIA’s dominance in inference.
