Foxconn's Guadalajara facility will assemble Nvidia-based AI server racks for US hyperscalers, reducing dependence on Taiwanese factories.
Qualcomm has committed to using Samsung's 2nm GAA process for a portion of its next-generation Snapdragon chips, a significant win for Samsung Foundry.
SMIC is producing 5nm-class chips using multi-patterning DUV techniques, a workaround that avoids reliance on restricted EUV machines.
SK Hynix earned $4.7 billion in operating profit last quarter as high-bandwidth memory sales for AI applications continue to surge.
Tokyo is betting big on chips, with a $13 billion investment targeting advanced logic and memory manufacturing on Japanese soil.