Samsung Earnings Call Reveals 2nm Projects from Major CSP and HPC Customers
zephyr_z9 · x · 2026-07-30
During the Q&A of Samsung Electronics' Q2 earnings call, a substantial signal was dropped regarding advanced process nodes: major Cloud Service Providers (CSPs) and High-Performance Computing (HPC) customers are already pushing forward with 2nm projects. This indicates that demand for the 2nm process is materializing, and the compute supply chain is accelerating its layout for next-generation chips.
More from Infra
- Qualcomm Seen as the 'Problem Child' of the Current AI Chip Rally — firstadopter · 2026-07-30
- 96GB RTX 5090 Spotted on E-commerce, Raises Scam Suspicions — Turbulent-Alps4046 · 2026-07-30
- Open-Source LLM Runs Locally on an $8 Microcontroller at 9.5 Tokens/Sec — Saboo_Shubham_ · 2026-07-30
- Estimating K3 Post-Training Costs: ~$4M for the Hero Run — nrehiew_ · 2026-07-30
- AMD's $1.1M Hackathon: Team Boosts MI355X Performance by 2x via Kernel Optimization — marksaroufim · 2026-07-30
- Samsung Q2 Call: Agentic AI Triggers Memory Shortage and Compute Spillover — zephyr_z9 · 2026-07-30