Nvidia emerges as TSMC’s top customer as foundry reportedly shifts away from Apple

Nvidia chief Jensen Huang says the company is now TSMC’s largest customer, as rumors from Taiwan suggest Apple may be losing its long held priority status on cutting edge manufacturing capacity.

Samsung explores 2 nm custom logic dies for next wave of HBM

Samsung is reportedly developing custom HBM logic dies on process nodes ranging from 4 nm to 2 nm, aiming to serve next generation Artificial Intelligence accelerators and enterprise demand after HBM4E. The effort is led by a new custom system on chip team inside its system LSI division.