As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble. Industry watchers continue to bet on generative AI as a key growth driver, propelling demand in the high-performance computing (HPC) sector and encouraging clients to steadily scale up chip orders with TSMC.
In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer application processor (AP) to Qualcomm, signaling a potential thaw in a once-close relationship fractured by past technical missteps. At the same time, Samsung is reportedly undercutting rival TSMC's pricing by as much as 33%, escalating tensions in the global foundry market just as the industry braces for the 2nm era.
