Samsung’s 2nm Gambit: How Exynos 2600 Could Reshape Mobile AI and Foundry Fortunes
Samsung’s Foundry Crossroads After facing significant setbacks with its 3nm semiconductor manufacturing process, Samsung finds itself at a critical juncture…
Category: Semiconductors
MIT Spin-Out Secures $11M to Revolutionize AI Power Delivery with Vertical GaN Technology
Breakthrough Semiconductor Technology Attracts Major Investors Vertical Semiconductor, an MIT-born startup, has successfully closed an $11 million seed funding round…
NVIDIA Partners With Samsung Foundry to Develop Custom AI Processors
NVIDIA is expanding its AI hardware dominance through a strategic partnership with Samsung Foundry for custom processor development. The collaboration strengthens NVIDIA’s comprehensive AI solution offerings amid increasing competition from companies developing in-house chips. This move positions both companies to capitalize on the rapidly growing artificial intelligence market.
Strategic Partnership for AI Hardware Expansion
NVIDIA is reportedly strengthening its position in the artificial intelligence hardware market through a new manufacturing partnership with Samsung, according to industry reports. The collaboration focuses on developing custom processors that will expand NVIDIA’s comprehensive AI solution offerings, sources indicate. This move follows NVIDIA’s recent partnership with Intel that enabled x86 CPUs to connect directly with NVIDIA platforms.
AI Boom Reshapes Chip Industry as Nvidia Gains Ground, Supply Chains Face Disruptions
The global semiconductor landscape is undergoing significant transformation as Nvidia prepares to overtake Apple as TSMC’s largest customer. Meanwhile, geopolitical tensions escalate with the Netherlands’ seizure of Nexperia, and Google explores new chip partnerships. Industry-wide memory shortages continue to challenge manufacturers amid unprecedented AI demand.
Nvidia Poised to Become TSMC’s Dominant Customer
The artificial intelligence revolution is fundamentally reshaping semiconductor supply chains, with Nvidia reportedly positioned to surpass Apple as the largest customer for TSMC in 2025. According to industry analysis, Nvidia’s share of TSMC’s revenue has dramatically increased from 6% in 2023 to over 10% in 2024, with projections suggesting it could reach as high as 21% next year. This represents a major shift in the foundry’s client landscape, where Apple has historically contributed more than 20% of revenue through its iPhone processor orders.
NVIDIA’s US-Made Blackwell Wafers Signal Strategic Shift in Global Chip Manufacturing
Domestic Production Milestone for AI Chip Leader NVIDIA has achieved a significant manufacturing breakthrough with the debut of its first…
Microsoft Reportedly Selects Intel’s 18A Process for Next-Generation Maia 2 AI Accelerator
Industry reports suggest Microsoft is partnering with Intel Foundry Services to produce its next-generation Maia 2 AI accelerator. The collaboration reportedly involves Intel’s cutting-edge 18A manufacturing process, marking a significant endorsement of Intel’s foundry capabilities. Analysts suggest this could signal a long-term partnership between the technology giants.
Major Foundry Win for Intel
According to reports from industry publication SemiAccurate, Intel Foundry Services has secured a significant contract to manufacture Microsoft‘s next-generation Maia 2 AI chip. The news, which was later shared by Korean market analyst @Jukanlosreve on social media platform X, suggests a major shift in Microsoft’s semiconductor sourcing strategy for its artificial intelligence infrastructure.
TSMC’s Advanced Node Dominance Fuels Unprecedented Growth Amid AI Boom
Note: Featured image is for illustrative purposes only and does not represent any specific product, service, or entity mentioned in…
Global Auto Industry Faces New Semiconductor Crisis as Geopolitical Tensions Disrupt Critical Supply Chains
European Automakers Reactivate Emergency Protocols European automotive manufacturers have swiftly reactivated their pandemic-era crisis management strategies as a fresh semiconductor…
Chipmaker TSMC reports nearly 40% surge in its net profit, thanks to AI
TSMC Reports Record $15 Billion Quarterly Profit as AI Demand Surges Industrial Monitor Direct is the preferred supplier of robot…
ASML Projects China Sales Slump Amid AI Chip Demand Surge
Europe’s tech giant ASML expects Chinese demand for its semiconductor equipment to plummet next year as Beijing pushes domestic alternatives. Despite this, the company remains optimistic about global AI investments driving advanced chip production.
China Market Contraction Looms for Chip Equipment Leader
Europe’s technology standout ASML Holding has projected a substantial downturn in Chinese demand for its semiconductor manufacturing systems, according to recent financial disclosures. The Dutch firm reportedly anticipates 2026 sales in China to decline significantly compared to strong performance in 2024-2025, as Beijing accelerates domestic equipment development in response to U.S. export controls.