Do Son At CES 2026, Qualcomm CEO Cristiano Amon confirmed a return to Samsung for 2nm chip production, aiming to diversify supply as TSMC capacity tightens.
Foundry
TSMC’s 2nm is fully booked! Samsung’s Taylor, Texas fab aims to steal the lead in 2026 as AMD, Google, and Tesla seek an American-made 2nm alternative.
Apple and NVIDIA are fiercely competing for TSMC's next-gen A16/A14 capacity. To mitigate risk, Apple is exploring using Intel's 18AP process for entry-level M-series chips.
Elon Musk confirms a $16.5B, nine-year deal with Samsung for AI6 chip production at its Texas foundry, a crucial win for Samsung's struggling chip business and Tesla's AI future.
Intel's new CEO indicates the company may exit advanced chip manufacturing (14A/18A) if external demand falters, highlighting struggles to compete with TSMC and ongoing cost-cutting efforts.
GlobalFoundries is acquiring MIPS to bolster its RISC-V processor core and software capabilities, strengthening its competitive edge in AI, autonomous driving, and data centers.