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SK Hynix
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TSMC
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Evidence
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Timeline

SK Hynix2026-06-08

Secured 60-70% of HBM4 allocation for Vera Rubin

TSMC2026-05-31

TSMC targets 4.5µm SoIC hybrid bonding for 2030 products

TSMC2026-04-01

Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints

TSMC2026-01-01

Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.

TSMC2026-01-01

TSMC cut 28nm wafer output by over 25% since early 2026, reallocating to advanced nodes N3, N2 and A16.

SK Hynix2024-05-23

Stock dropped approximately 2% following Google TurboQuant announcement

Ecosystem

SK Hynix

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developedHBM41 src
partneredIntel1 src
partneredNvidia1 src

TSMC

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competes withSamsung2 src
partneredNvidia2 src
developedCoWoS2 src
partneredAMD1 src
partneredMediaTek1 src

Evidence (3 articles)