According to ME News, as of August 5 (UTC+8), Samsung Electronics’ 4nm foundry production lines are fully booked through next year, driven by surging demand for HBM4 and unexpectedly strong orders for NVIDIA’s Grok3 LPU for inference applications. To address capacity constraints, Samsung is actively recommending its validated 5nm process as an alternative to customers—a node originally focused on automotive chips but now expanding into server and high-performance AI/NPU chip markets. The report notes that demand for the 5nm process has risen significantly over the past three to four months, primarily from Chinese and Indian fabless companies shifting away from TSMC due to tight supply of advanced nodes and geopolitical factors. Additionally, inquiries regarding the 2nm process are ongoing. (Source: ChainCatcher)
Samsung's 4nm wafer capacity is fully booked through 2027, while demand for 5nm increases for AI servers.
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Summary
Samsung’s 4nm wafer capacity is fully booked through 2027, fueled by demand for HBM4 and NVIDIA’s LPU 'Grok3'. Altcoins to watch may benefit from this trend. The company is now expanding its 5nm process—originally targeted at automotive chips—into the AI and server markets. Demand for 5nm has surged over the past three to four months, primarily from Chinese and Indian companies moving away from TSMC. The Fear & Greed Index indicates rising market confidence in semiconductor-driven crypto cycles. Inquiries for 2nm are also increasing.
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