Samsung's foundry business is showing a pulse after a long slump. The secret ingredient? A potent cocktail of AI chip orders and the emerging HBM4 standard, revitalizing its advanced 4nm lines.
A significant AI chip deal is inked: ADTechnology just landed a $27.1 million contract for advanced AI chiplets. This partnership use Samsung's cutting-edge 4nm process, pushing the boundaries of what's possible in data center AI.
Everyone expected Samsung's chip business to limp along, weighed down by fab costs and competition. Turns out, demand for their 4nm process is booming.
What if swapping TSMC for Samsung unlocks a Korean chip designer's jackpot? AD Technology's back in the black, eyeing massive revenue from 2nm CPUs.
TSMC, Samsung, and Intel are the only companies manufacturing leading-edge semiconductors. Here is how they compare on technology, capacity, and strategy.