foundry
29 articles about foundry in AI news
TSMC 2nm Capacity Constraints Create Opening for Samsung in AI Chip Foundry Race
TSMC has reportedly hit a 'hard capacity wall' at its 2nm node, creating a strategic opportunity for Samsung Foundry to capture AI accelerator business from major clients like Nvidia and OpenAI. This bottleneck could reshape the competitive landscape for advanced semiconductor manufacturing.
Building Sequential AI Workflows with Microsoft Agent Framework and Azure AI Foundry
A technical walkthrough of implementing a sequential agent workflow for security incident triage using Microsoft's Agent Framework and Azure AI Foundry. Demonstrates how to structure multi-stage AI processes where each agent builds on previous outputs with full conversation history.
Broadcom to Manufacture Google TPU Chips in Foundry Partnership
Google has licensed its Tensor Processing Unit (TPU) intellectual property to Broadcom for chip fabrication. This allows Google to earn from its IP while Broadcom manages the complex hardware build and networking integration.
Anthropic Releases Claude Mythos Publicly as 'Fable' at 2x Opus Price
Anthropic released Claude Mythos publicly as 'Fable' at 2x Opus pricing, targeting agent workflows with strong safety limits.
Memory Supply Squeeze Hits Non-AI Sectors as DRAM Prices Double
DRAM prices surged 93-98% QoQ in Q1 2026 as AI data centers consume fab capacity, nine industry groups warned the Trump administration on June 3, threatening supply for automotive, telecom, and medical devices.
Huawei Hits 1.5µm Bond Pitch in Kirin 2026 Chips, Beats TSMC
Huawei's 2026 Kirin chips achieve 1.5µm hybrid bonding pitch, 16-36x denser than TSMC. Next year targets 1µm.
SemiAnalysis: N3 chip demand far outstrips current consensus estimates
SemiAnalysis argues N3 chip demand far exceeds consensus accelerator models, implying a structural silicon shortage not priced by markets.
Microsoft Open-Sources AI Engineer Coach, a Fitbit for Dev Workflows
Microsoft open-sourced AI Engineer Coach, a VS Code extension that scores developer AI workflow quality across 5 categories with 45 anti-pattern rules.
Intel's UCIe-S Hits 48 Gb/s on 22nm, Beats 3nm EMIB
Intel demonstrated a UCIe-S die-to-die interconnect on 22nm hitting 48 Gb/s/lane over standard organic substrate, beating a 3nm EMIB design with 3× higher data rate and 2.8× higher bandwidth density. This signals a strategic shift away from EMIB for Intel's own products toward UCIe over substrate.
Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
A 30-year-old comic shows Jensen Huang convincing TSMC to supply wafers for 3D graphics chips. Today, he's still fighting for wafer supply, but now for AI GPUs, alongside Broadcom, AMD, MediaTek, and Amazon.
AI Chip Capacity Crisis: 10GW Left Through 2030, Prices Up Double Digits
The AI accelerator market has only 10 gigawatts of capacity left for contract through 2030, with 100GW already under contract. Prices are rising double digits as one competitor has stopped taking orders entirely.
Claude Code's /ultrareview Command
Claude Code's new /ultrareview command runs multiple AI reviewers in parallel to find and independently verify real bugs, costing $5-20 per run after three free tries.
Meta Deploys Unified AI Agents to Manage Hyperscale Infrastructure
Meta's engineering team has built and deployed a system of unified AI agents to autonomously manage capacity and performance across its hyperscale infrastructure. This represents a significant shift from rule-based automation to AI-driven orchestration for one of the world's largest computing fleets.
Claude Opus 4.7 Launches with 3.75MP Vision, Agentic Coding, and New Tokenizer
Anthropic launched Claude Opus 4.7 today with 3x higher vision resolution (3.75MP), self-verifying coding outputs, and stricter instruction following. The update targets enterprise agentic workflows and knowledge work benchmarks.
TSMC's $56B 2026 CapEx Fuels AI Chip Race with 22 New Fabs
TSMC is constructing up to 22 advanced semiconductor fabs simultaneously, backed by a $52–56 billion capital expenditure plan for 2026. This unprecedented manufacturing scale is critical for producing the 2nm-and-below chips required by next-generation AI models.
Microsoft Proposes AI Agents as Paid Software Seats to Defend SaaS Revenue
Microsoft executive Rajesh Jha proposed treating AI agents as distinct software users with their own licenses. This creates a new 'digital worker' pricing model to maintain seat-based SaaS revenue as human headcount potentially shrinks.
AWS Launches 'Generative AI on AWS' Developer Hub
AWS has launched 'Generative AI on AWS,' a new central portal for its AI services, SDKs, and tutorials. This move consolidates its offerings to better compete with Google's Vertex AI and Microsoft's Azure AI Studio.
Michael Burry Sees Anthropic as Direct Threat to Palantir's AI Narrative
Investor Michael Burry stated that Anthropic's ascent is emerging as a direct threat to Palantir's AI narrative, signaling a potential re-evaluation of competitive dynamics in the enterprise AI space.
Burry: Anthropic's $30B Run-Rate Revenue Threatens Palantir's AI Platform
Investor Michael Burry says Anthropic's rapid revenue growth to a $30B+ run-rate and dominance in new enterprise AI spend makes it a direct threat to Palantir's custom platform business model.
Samsung Projects Record $14.6B Q1 Profit on 300% DRAM Price Surge
Samsung Electronics expects a record Q1 operating profit of 20 trillion won (~$14.6B), nearly triple YoY, fueled by soaring AI-driven demand and a 300% price increase for DRAM chips.
Microsoft's 'Markdownify' Converts PDFs, Audio, Video to Clean LLM Markdown
Microsoft launched 'Markdownify', a Python tool that converts PDFs, Word docs, Excel, PowerPoint, audio, and YouTube URLs into clean Markdown. This addresses a major pain point in AI pipelines where raw file parsing breaks context and structure.
Intel Joins SpaceX, xAI, Tesla in 'Terafab' Chip Project
Intel announced it is joining the 'Terafab' project alongside SpaceX, xAI, and Tesla. The collaboration aims to refactor silicon fab technology, likely to support the massive compute demands of AI and aerospace.
How to Build a Remote MCP Server for Azure Data Explorer (Kusto)
Connect Claude Code directly to your Kusto database using a custom Remote MCP Server, enabling natural language queries without manual SQL/KQL.
Fine-Tuning Strategies for AI Agents on Azure: Balancing Accuracy, Cost, and Performance
A technical guide explores strategies for fine-tuning AI agents on Microsoft Azure, focusing on the critical trade-offs between model accuracy, operational cost, and system performance. This is essential for teams deploying autonomous AI systems in production environments.
Anthropic's Pricing Revolution: Million-Token Context Now Standard for Claude AI
Anthropic has eliminated the 5x surcharge for million-token contexts in Claude 3 Opus and Claude 3.5 Sonnet, making long-context AI dramatically more affordable. This pricing overhaul removes barriers for developers analyzing large documents, codebases, and datasets.
Palantir and NVIDIA Forge Strategic Alliance to Power Next-Generation AI Platforms
Palantir Technologies and NVIDIA have announced a major collaboration to develop enterprise AI platforms. The partnership aims to integrate Palantir's data analytics with NVIDIA's accelerated computing to deliver powerful AI solutions for government and commercial sectors.
Nvidia's Groq Ramps Up AI Chip Production with Samsung in Major Partnership Expansion
Nvidia's recent acquisition Groq has significantly expanded its partnership with Samsung, increasing chip orders from 9,000 to 30,000 wafers. This massive production boost signals accelerated development of Groq's specialized AI inference processors amid growing market demand.
Broadcom's $100 Billion AI Chip Forecast Signals Industry Transformation
Broadcom CEO Hock Tan projects the company's AI chip sales will exceed $100 billion in 2027, challenging Nvidia's dominance. This forecast comes alongside Anthropic resuming Pentagon talks about military AI applications.
Meta's Multi-Million GPU Gamble: How a Chip Deal Redefines AI's Future
Meta has signed a massive, multi-year pact with Nvidia to deploy millions of next-generation Blackwell and Rubin GPUs across its data centers. This unprecedented hardware commitment signals a new phase in the AI arms race, where computational scale becomes the primary competitive moat.