# East Asia Brief — Nvidia

51 briefings mentioning Nvidia.

- [GlobalFoundries signs $2B TSMC packaging deal for AI chips](https://eastasiabrief.com/semiconductors/globalfoundries-signs-2b-tsmc-packaging-deal-ai-chips-682) — The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks for artificial intelligence… *(October 12, 2026; Semiconductors · Global · GlobalFoundries, TSMC)*
- [Samsung and SK hynix deploy cooling packaging on HBM4E chips](https://eastasiabrief.com/semiconductors/samsung-sk-hynix-deploy-cooling-packaging-hbm4e-chips-678) — Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on expanding silicon interposers. *(October 12, 2026; Semiconductors · Korea · Samsung Electronics, SK hynix)*
- [Korean battery makers secure non-FEOC LFP supply contracts](https://eastasiabrief.com/batteries-ev/korean-battery-makers-secure-non-feoc-lfp-supply-contracts-677) — LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief on Dec. 31, 2026. *(October 12, 2026; Batteries & EV · Korea · LG Energy Solution, Samsung SDI, POSCO Future M)*
- [TSMC widens CoWoS supply chain with $2 billion US interposer deal](https://eastasiabrief.com/semiconductors/tsmc-widens-cowos-supply-chain-2-billion-us-interposer-671) — A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging Samsung's turnkey packaging… *(October 12, 2026; Semiconductors · Global · Taiwan Semiconductor Manufacturing Co., GlobalFoundries, Samsung Electronics, SK hynix)*
- [LG Energy Solution shifts battery output to AI data centers](https://eastasiabrief.com/batteries-ev/lg-energy-solution-shifts-battery-output-ai-data-centers-666) — South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden power surges across… *(October 12, 2026; Batteries & EV · Korea · LG Energy Solution, Samsung SDI)*
- [Samsung and SK hynix Target Robot DRAM as Demand Multiplies](https://eastasiabrief.com/semiconductors/samsung-sk-hynix-target-robot-dram-demand-multiplies-662) — Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR and specialized 3D NAND… *(October 11, 2026; Semiconductors · Korea · Samsung Electronics, SK hynix)*
- [SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies](https://eastasiabrief.com/semiconductors/sk-hynix-samsung-push-16-layer-hbm4-nvidia-caps-647) — South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging limits keep mainstream orders at… *(October 11, 2026; Semiconductors · Korea · SK hynix, Samsung Electronics)*
- [GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal](https://eastasiabrief.com/semiconductors/globalfoundries-agrees-build-silicon-interposers-tsmc-2b-deal-603) — The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with commercial production scheduled to… *(October 8, 2026; Semiconductors · Global · GlobalFoundries, Taiwan Semiconductor Manufacturing Co.)*
- [TSMC September revenue jumps 55% on booming AI chip orders](https://eastasiabrief.com/semiconductors/tsmc-september-revenue-jumps-55-booming-ai-chip-orders-594) — The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big Tech AI orders crowded… *(October 8, 2026; Semiconductors · Global · Taiwan Semiconductor Manufacturing Co.)*
- [Kawasaki Heavy unveils quadruped AI robot for shipyards in 2026](https://eastasiabrief.com/robotics/kawasaki-heavy-unveils-quadruped-ai-robot-shipyards-2026-587) — The four-legged machine navigates vertical hull plates using abdominal magnets to automate hazardous welding and inspection at the Sakaide yard ahead of… *(October 7, 2026; Robotics · Japan · Kawasaki Heavy Industries)*
- [TSMC raises foundry prices for fabless clients by up to 10% in 2027](https://eastasiabrief.com/semiconductors/tsmc-raises-foundry-prices-fabless-clients-up-10-2027-565) — Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to protect operating margins. *(October 6, 2026; Semiconductors · Global · Taiwan Semiconductor Manufacturing Co., Nvidia, Apple)*
- [Samsung revamps HBM thermal packaging to challenge TSMC supply lead](https://eastasiabrief.com/semiconductors/samsung-revamps-hbm-thermal-packaging-challenge-tsmc-supply-lead-559) — The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands tighter packaging height limits. *(October 6, 2026; Semiconductors · Korea · Samsung Electronics)*
- [US charges tech firm over $300M Nvidia chip exports to China](https://eastasiabrief.com/trade-policy/us-charges-tech-firm-300m-nvidia-chip-exports-china-548) — Earthmade Computer routed advanced A100 and H100 servers through Malaysia and Singapore before sending them to Hangzhou, exposing transshipment risks across… *(October 6, 2026; Trade & Policy · China · Nvidia, Earthmade Computer)*
- [TSMC weighs Texas foundry campus to expand US chip capacity](https://eastasiabrief.com/semiconductors/tsmc-weighs-texas-foundry-campus-expand-us-chip-capacity-521) — Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers generate 75.64% of the foundry… *(October 4, 2026; Semiconductors · Global · Taiwan Semiconductor Manufacturing Co.)*
- [Kawasaki Heavy advances 2030 target for AI humanoid robots](https://eastasiabrief.com/robotics/kawasaki-heavy-advances-2030-target-ai-humanoid-robots-513) — The machinery maker plans to integrate domestic AI platform Noetra into its 30-kilogram payload Kaleido model, accelerating deployment across factory cells and… *(October 4, 2026; Robotics · Japan · Kawasaki Heavy Industries)*
- [Micron taps TSMC for custom HBM4E memory, taking on SK hynix](https://eastasiabrief.com/semiconductors/micron-taps-tsmc-custom-hbm4e-memory-taking-sk-hynix-495) — The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for Nvidia AI accelerators by 2027. *(October 3, 2026; Semiconductors · Global · Micron Technology, TSMC, Nvidia, SK hynix)*
- [Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand](https://eastasiabrief.com/semiconductors/micron-cuts-dram-lead-sk-hynix-one-point-hbm-479) — The US chipmaker reached 24% of global DRAM revenue in the second quarter as SK hynix fell to 25%, testing Korean memory pricing power ahead of 2027. *(October 2, 2026; Semiconductors · Global · Micron Technology, SK hynix, Samsung Electronics)*
- [Hanwha Ocean taps KIRO to develop shipyard humanoid robots](https://eastasiabrief.com/robotics/hanwha-ocean-taps-kiro-develop-shipyard-humanoid-robots-467) — The state robotics institute will test physical AI and autonomous systems at the Geoje yard as South Korean shipbuilders race to automate heavy assembly lines. *(October 1, 2026; Robotics · Korea · Hanwha Ocean)*
- [TSMC weighs second US chip hub in Texas as orders expand](https://eastasiabrief.com/semiconductors/tsmc-weighs-second-us-chip-hub-texas-orders-expand-425) — Taiwan Semiconductor Manufacturing Co. is evaluating up to six wafer fabs in Dallas to serve American customers that generated 75.6% of its revenue in the… *(September 29, 2026; Semiconductors · Global · TSMC)*
- [SK hynix validates HBM5 with TSMC on next-generation CoWoS](https://eastasiabrief.com/semiconductors/sk-hynix-validates-hbm5-tsmc-next-generation-cowos-415) — The South Korean chipmaker secured TSMC's partner award after completing thermal and electrical trials on eighth-generation memory for Nvidia's upcoming Vera… *(September 28, 2026; Semiconductors · Korea · SK hynix, TSMC, Nvidia)*
- [TSMC plans to lift wafer foundry prices by 3% to 6% from 2027](https://eastasiabrief.com/semiconductors/tsmc-plans-lift-wafer-foundry-prices-3-6-2027-414) — Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030 and overseas fab expansion… *(September 28, 2026; Semiconductors · Global · Taiwan Semiconductor Manufacturing Co.)*
- [Synopsys certifies TSMC A14 EDA flows and tapes out 64G UCIe](https://eastasiabrief.com/semiconductors/synopsys-certifies-tsmc-a14-eda-flows-tapes-out-64g-413) — The milestone expands 2-nanometer IP libraries for HBM4 memory and CoWoS packaging, locking fabless chipmakers into angstrom-era design environments. *(September 28, 2026; Semiconductors · Global · Synopsys, TSMC)*
- [TSMC raises 2nm wafer target to 120,000 units as orders surge](https://eastasiabrief.com/semiconductors/tsmc-raises-2nm-wafer-target-120-000-units-orders-411) — The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor clients expanded bookings by up… *(September 28, 2026; Semiconductors · Global · TSMC, Samsung Electronics)*
- [TSMC adds five packaging fabs in Chiayi to ease AI crunch](https://eastasiabrief.com/semiconductors/tsmc-adds-five-packaging-fabs-chiayi-ease-ai-crunch-405) — Taiwan's consultation for a 198.65-hectare Chiayi Science Park expansion clears the path for TSMC to construct five more advanced packaging lines, bringing its… *(September 28, 2026; Semiconductors · Global · TSMC)*

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