# Foundry
Latest news and articles about Foundry
Total: 5 articles found
Samsung’s 2nm Breakthrough: Securing the AI Frontier with a 50 Trillion Won Backlog
Samsung Electronics has secured a 50 trillion won order backlog for its foundry business, driven by high-demand 2nm AI chip orders from Meta and Anthropic. This shift highlights a growing trend among tech giants to develop bespoke silicon and diversify their supply chains away from a single-source dependency on TSMC.
A Bridge Rebuilt: Intel’s Foundry Ambitions Gain Ultimate Validation with Apple Deal
Intel has reportedly signed a preliminary agreement to act as a foundry for Apple's future chips, marking a historic shift in the semiconductor supply chain. This deal validates Intel's foundry turnaround strategy and provides Apple with critical domestic manufacturing capacity in the United States.
Silicon Statecraft: Intel and Apple’s Manufacturing Pact Signals a New Era for US Industry
Intel and Apple have reportedly reached a preliminary chip manufacturing agreement, driven by US government mediation. The deal marks a potential turning point for Intel’s foundry business and reflects Apple’s urgent need to diversify its supply chain amid a global AI chip crunch.
AI’s Insatiable Appetite: TSMC Accelerates 2nm Expansion at Breakneck Speed
TSMC is doubling the pace of its 2nm capacity expansion to meet surging AI and HPC demand, with five fabs set to ramp up production simultaneously. The company expects first-year output for 2nm to surpass 3nm levels by 45%, signaling a rapid industry-wide shift to next-generation silicon.
AI Boom and Raw‑Material Costs Spark Broad Chip Price Rises — A Turning Point for the Semiconductor Cycle
A surge in AI compute demand and rising commodity costs have triggered industry‑wide price hikes across the semiconductor supply chain. The combination of supply tightness in memory chips and higher manufacturing inputs may mark a transition from a structural upswing to a broader cyclical recovery, with significant implications for manufacturers, OEMs and investors.