… Therefore, Intel will receive the foundry orders for Tesla’s AI6. Both Apple and Tesla will be the best publicity for the Trump administration’s push for a return to American-made chips during the November midterm elections.” Tesla still relies on TSMC for most AI5 chip fabrication. …
… Since Anthropic specifically mentioned logic chips, Samsung Foundry is being tipped as a possible manufacturing partner for future Anthropic AI accelerators. That would be handy for Samsung, whose foundry business has spent the past few years losing money and trying not to look jealous of TSMC. …
… During CNBC’s Mad Money show with host Jim Cramer, Tan talked up Chipzilla’s foundry outfit and said AI hype is pushing more customers towards it. Tan said that “Foundry is very important,” and called it a national treasure. …
… Chipzilla has been pushing its packaging services hard as the AI buildout squeezes TSMC’s capacity. …
… Those suppliers are pushing hard on Vera Rubin, with new HBM4 memory for Rubin GPUs. …
… Since both are made using the same machines, increased HBM demand pushes manufacturers to shift capacity away from DDR. …
… Huawei has become central to Beijing’s push for technological self-sufficiency. …