foundry

The business of manufacturing chips to order for fabless designers like Nvidia and Apple, without designing them yourself. TSMC dominates leading-edge production, with Samsung chasing.

Predictions & track record (6)

• Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead?To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up.
• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units.
• Awaiting grading AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close itWhether AMD and Samsung actually sign the definitive HBM4 supply agreement around Helios's end-of-Q3 shipping start will be checked in mid-October 2026.
• Awaiting grading Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumedCheck whether Intel actually begins 14A risk production for internal products in the second half of 2027 as guided, the first checkpoint toward the stated 2028 high-volume ramp.
• Awaiting grading SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint ventureCheck in the coming months whether SK hynix and Intel announce a joint venture or acquisition deal for the Ohio site.
• Awaiting grading TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip ordersCheck in early 2027 whether TSMC's new pricing (5-10% base, plus 10-15% premium on extra HPC orders) takes effect as reported and how customers respond.

13 related posts

• Watch SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch Samsung and SK hynix stay cautious on 3D chip stacking as China's CXMT chases the niche Jukan (@jukan05) · 2026-07-25
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Bull Korea's presidential office says Samsung and SK hynix are about to announce “very large-scale” deals with US tech firms during President Lee Jae-myung's Silicon Valley trip Jukan (@jukan05) · 2026-07-24
• Bull AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close it Jukan (@jukan05) · 2026-07-24
• Bull Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumed Jukan (@jukan05) · 2026-07-23
• Watch Samsung reportedly in talks to invest up to €1B in France's Mistral AI at a €20B valuation Jukan (@jukan05) · 2026-07-22
• Watch SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22
• Bull TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip orders Jukan (@jukan05) · 2026-07-21
• Bull Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20
• Bull Trump touts TSMC's record $265B Arizona chip bet, 'build here, and NO TARIFFS' Donald J. Trump (@realDonaldTrump) · 2026-07-17
• Japan and Texas are now funding the optics layer Serenity (@aleabitoreddit) · 2026-07-15