Timeline
TSMC targets 4.5µm SoIC hybrid bonding for 2030 products
Qualified HBM4 from Samsung, SK Hynix, and Micron for Vera Rubin
Nvidia launches Cosmos 3 at CVPR
Launched physical AI agent skills, Alpamayo 2 Super, Cosmos 3, and other tools at CVPR
Announced new Windows SoC for AI PCs targeting on-device inference
NVIDIA ARM laptop chip delayed 6-8 months due to video output issues
Released Nemotron 3 Ultra, a 550B open-weight model
Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints
Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.
Ecosystem
Nvidia
TSMC
Evidence (5 articles)
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Apr 24, 2026Google Splits TPU Line: 8t for Training, 8i for Inference
Apr 27, 2026Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
Apr 23, 2026TSMC 2nm Capacity Constraints Create Opening for Samsung in AI Chip Foundry Race
Apr 1, 2026AMD MI350P PCIe Card Claims 40% FP8 Lead Over Nvidia H200 NVL
May 7, 2026