Wafer Foundry
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OpenAI executives state "most significant progress" has been made with Samsung in joint production and research for next-generation AI chips. Analysts believe this collaboration could extend from HBM to foundry services.
Harrison Kim, General Manager of OpenAI Korea, stated at a press conference in Seoul on September 9th that this is OpenAI's clearest public statement to date regarding their chip collaboration. Analys
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Five days after filing for a TSMC short ETF, Defiance ETFs has launched a long ETF for the semiconductor foundry industry.
On August 26, Defiance ETFs filed for a 2x short ETF targeting TSMC. Just five days later, on September 1, the firm launched the Defiance Global Foundries ETF (Nasdaq: AIFR), which aims to long the en
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Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
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Samsung Electronics' foundry division is evaluating plans to double the initial production capacity at its Taylor, Texas, facility compared to the original plan.
Svmuu News: Samsung Electronics' foundry division is evaluating expanding the initial production capacity at its Taylor, Texas, facility to twice the originally planned level. (Jin Shi)
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South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
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Despite planned price increases for mature processes at TSMC, IC design firms will still need more production capacity next year
Svmuu News: According to a report in Taiwan’s Economic Daily News, following price increases for advanced processes, IC design companies have revealed that TSMC. also plans to raise foundry prices for
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Reports indicate that TSMC will raise prices across the board for its advanced-process foundry services
Svmuu News: According to Taiwanese media reports,technology analysts point out that TSMC has been notifying customers of price increases for its foundry services. The price hikes not only cover the 3n
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Samsung is reportedly in talks to manufacture CPUs for AMD, with mass production expected in 2028
Svmuu News: Citrini analyst jukan posted on X that Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected to begin in 2028.
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OpenAI executives state "most significant progress" has been made with Samsung in joint production and research for next-generation AI chips. Analysts believe this collaboration could extend from HBM to foundry services.
Harrison Kim, General Manager of OpenAI Korea, stated at a press conference in Seoul on September 9th that this is OpenAI's clearest public statement to date regarding their chip collaboration. Analys
-
Five days after filing for a TSMC short ETF, Defiance ETFs has launched a long ETF for the semiconductor foundry industry.
On August 26, Defiance ETFs filed for a 2x short ETF targeting TSMC. Just five days later, on September 1, the firm launched the Defiance Global Foundries ETF (Nasdaq: AIFR), which aims to long the en
-
Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
-
Samsung Electronics' foundry division is evaluating plans to double the initial production capacity at its Taylor, Texas, facility compared to the original plan.
Svmuu News: Samsung Electronics' foundry division is evaluating expanding the initial production capacity at its Taylor, Texas, facility to twice the originally planned level. (Jin Shi)
-
South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
-
Despite planned price increases for mature processes at TSMC, IC design firms will still need more production capacity next year
Svmuu News: According to a report in Taiwan’s Economic Daily News, following price increases for advanced processes, IC design companies have revealed that TSMC. also plans to raise foundry prices for
-
Reports indicate that TSMC will raise prices across the board for its advanced-process foundry services
Svmuu News: According to Taiwanese media reports,technology analysts point out that TSMC has been notifying customers of price increases for its foundry services. The price hikes not only cover the 3n
-
Samsung is reportedly in talks to manufacture CPUs for AMD, with mass production expected in 2028
Svmuu News: Citrini analyst jukan posted on X that Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected to begin in 2028.
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Wafer Foundry
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