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INSANE: Samsung foundry | Vintage Vibes

Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out

Samsung Foundry soon to join TSMC in production of Tesla's AI5 processor, a LinkedIn post reveals.

Tom’s Hardware

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch

Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.

Tom’s Hardware

After Tesla, Samsung Eyes Meta Platforms for $6.5 Billion AI Chip Agreement: Report

Meta Platforms Inc. (NASDAQ:META) is reportedly in talks with Samsung Foundry of parent Samsung Electronics Co Ltd. (OTC:SSNLF) for manufacturing its forthcoming AI chips, in a deal valued at over 10 trillion won ($6.53 billion).

Benzinga

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Cadence Design Is Cementing Its Place in the 2nm AI Chip Race By Solving the Die Size Limit in Partnership With a Major Chipmaker

The company’s recent partnership with Samsung Foundry will help test and simulate the 2nm process designs better and faster.

Barchart

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

Tom’s Hardware

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Tom’s Hardware

Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift

Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.

International Business Times UK

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Samsung eyed up for huge 8nm chip order from Intel — the Z990 chipset for Nova Lake CPUs could be Intel's 8nm debut

According to a Hankyung report, Samsung Foundry has secured a substantial order from Intel to produce Intel's chipsets on Samsung Foundry's 8nm process node.

Tom’s Hardware

Samsung Exynos 2600 Teased Ahead of Galaxy S26 Release — Buyers Brace For Price Jump

The Samsung Galaxy S26 is set to debut with the returning Exynos 2600 chip, marking a key strategic shift away from reliance on Qualcomm.

International Business Times UK

Samsung will help Nvidia build custom non-x86 CPUs and XPUs in a bid to stave off competition from OpenAI, Google, AWS, Broadcom, Meta, and its other key partners

Nvidia partners with Samsung Foundry to expand NVLink Fusion, embedding custom silicon across AI data centers while controlling ecosystem access.

TechRadar

TSMC hits record 70% foundry market share, making a synapse singeing $30.24 billion in revenue last quarter alone

AI GPUs and data centre servers continue to be massive business.

PC Gamer

Samsung inks $16.5 billion Tesla AI chip deal — Elon Musk says Samsung will produce new A16 chips: 'The strategic importance of this is hard to overstate'

Samsung has secured a $16.5 billion deal to produce Tesla's future AI6 self-driving SoC at its Texas fab, a major strategic win for Samsung Foundry.

Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Tom’s Hardware

Samsung might make a Snapdragon 8 Elite 2 that's truly 'for Galaxy' S26

Rumors claimed Samsung could be tasked by Qualcomm to make a 2nm process Snapdragon 8 Elite 2 for the Galaxy S26.

Android Central

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Tom’s Hardware

Trump's tariffs on chipmaking tools could make U.S.-made processors more expensive

Trump's tariffs on foreign chipmaking equipment are set to raise costs for U.S. semiconductor manufacturers, threatening to disrupt investment plans and increase the cost of domestically produced chips.

Tom’s Hardware

GlobalFoundries mulls UMC takeover in effort dubbed 'Project Ultron'

GlobalFoundries is exploring an ambitious but challenging merger with rival UMC to create a dominant global player in mature-node semiconductor manufacturing, aiming to boost scale, diversify risk, and counter rising competition.

Android Central

Google is reportedly switching from Samsung to TSMC for the Tensor G5. Why could this be a big deal?

Google is reportedly making a manufacturing shift with its next-generation Tensor processors, switching from Samsung Foundry to TSMC. Here's what it all means.

Tom’s Hardware

Samsung to cut foundry investment in half, to $3.5B, says report — Rivals expected to invest more

Unlike industry peers, Samsung Foundry reportedly intends to cut down spending on contract chipmaking unit.

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Tom’s Hardware

Samsung reportedly delays purchase of fab tools for fab in Texas — chipmaker allegedly faces challenges with securing clients

Samsung postponed the delivery of new tools from ASML.

Tom’s Hardware

Arm's partners develop 2nm AI processor using Arm's Neoverse — Arm's Total Design ecosystem doubles in size on first anniversary

Arm's Total Design ecosystem is now a year old and has grown to include 30 participants all working on AI chiplet platforms based on Arm's Neoverse CSS V3

Tom’s Hardware

Samsung has no plans to spin off its critical foundry business

Samsung Foundry will remain part of Samsung no matter what, says chairman

Tom’s Hardware

Samsung's foundry customers reportedly flock to TSMC — three firms move to Taiwanese chipmaker in latest exodus

Small AI chip designers from South Korea increasingly turn to TSMC for their subsequent generations of products after using Samsung Foundry.

Tom’s Hardware

Despite Intel's woes, the U.S. remains the revenue leader of the semiconductor industry

With $264.6 billion in 2023 sales, the U.S. semiconductor industry remains the largest on the planet, and this will not change anytime soon.

Tom’s Hardware

Samsung's yield issues reportedly delays Taylor fab launch to 2026

As Samsung Foundry struggles with yields at below 3nm nodes, it decides to cut personnel at Taylor, Texas fab.

Tom’s Hardware

Chinese companies spend $26 billion on advanced chipmaking machinery investment

Ahead of possible new U.S. export regulations, Chinese chipmakers increase purchases of semiconductor fab tools.

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