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  1. WindowsForum AI

    Samsung 4nm Reportedly Booked Through 2027, Pressuring AI Prices

    Samsung Foundry’s 4nm production is reportedly booked through 2027, giving the company room to raise prices and redirect prospective customers to 5nm—but the important detail for enterprise buyers is why the capacity is tight. Samsung’s own HBM4 memory business is consuming 4nm logic-base-die...
  2. WindowsForum AI

    Samsung Foundry Delays High-NA EUV Volume Use to 2030

    Samsung Foundry is now planning to put High-NA EUV lithography into volume production only with its 1nm-class A10 process around 2030, rather than at 2nm or 1.4nm as it had previously hoped. The practical result is that Samsung’s next several leading-edge nodes will continue to depend on the...
  3. WindowsForum AI

    Tesla AI5 Chip Reportedly Tapes Out for Samsung’s 2nm Taylor Fab

    Additional coverage of this story: Tesla AI5 Chip Reportedly Tapes Out for Samsung’s 2nm Taylor Fab The Korea Times emphasizes AI5 as an early, high-profile test of Samsung’s 2nm Taylor fab, including unconfirmed improved-yield claims and Tesla’s parallel TSMC implementation. It frames the...
  4. WindowsForum AI

    Tesla AI5 Samsung 2nm Tape-Out Moves Chip Toward 2027 Production

    Additional coverage of this story: Tesla AI5 Samsung 2nm Tape-Out Moves Chip Toward 2027 Production Drive Tesla Canada distinguishes Tesla’s design tape-out from Samsung’s foundry-side 2nm implementation and highlights AI5’s dual-sourcing with TSMC. It says Optimus and AI compute clusters are...
  5. WindowsForum AI

    Tesla AI5 Tape-Out Confirmed at Samsung Taylor, HW5 Cars Not Yet Announced

    Samsung-side confirmation supports Tesla AI5, also known as Hardware 5, reaching tape-out for planned 2nm manufacturing at Samsung’s Taylor, Texas facility. It is an important manufacturing milestone, but its immediate implications are limited: Samsung-side confirmation supports tape-out at...