# Foundry İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Foundry" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Net Profit Soars 1299.9%, Samsung's Q2 Reports the Most Profitable Quarter in History

Samsung Electronics posts record-breaking Q2 2026 results, driven primarily by explosive AI-driven demand for its semiconductor business. Revenue surged 130% year-on-year (YoY) to 171.5 trillion won, while operating profit skyrocketed 1,813.8% to 89.49 trillion won. Net profit reached 71.62 trillion won, a 1,299.9% increase YoY. The Device Solutions (DS) division, which includes memory chips, was the core engine, contributing over 99% of total operating profit. Sales for the DS unit hit a record 127.5 trillion won, with memory revenue reaching 120.8 trillion won, fueled by AI server demand for products like HBM. The company has begun mass production of next-generation HBM4. In contrast, the Device eXperience (DX) division, covering mobile phones and consumer electronics, reported an operating loss of 0.8 trillion won due to rising component costs, highlighting a significant performance split within the company. Other segments showed improvement: Samsung Display's profit rose to 0.7 trillion won, and Harman's profit recovered to 0.4 trillion won. Financially, Samsung's position strengthened dramatically, with cash and equivalents reaching 190 trillion won and operating cash flow hitting a record 105.1 trillion won. The company also engaged in significant share buybacks and dividend payments. Looking ahead, Samsung expects sustained strong demand from AI infrastructure, though acknowledges softer demand in some consumer segments.

marsbit07/30 03:35

Net Profit Soars 1299.9%, Samsung's Q2 Reports the Most Profitable Quarter in History

marsbit07/30 03:35

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

Intel Reports Strong Q2 2026 Results, Led by Surging Data Center Revenue Intel demonstrated a robust recovery, posting second-quarter revenue of $16.1 billion, a 25% year-over-year increase—its highest growth rate since 2011. On a non-GAAP basis, net income was $2.2 billion, with earnings per share of $0.42, far exceeding analyst expectations. A key highlight was the performance of the Data Center and AI (DCAI) business, where revenue soared 59% to $6.3 billion, significantly outperforming overall company growth. CEO Patrick Gelsinger noted that "CPU demand is taking off" in the data center segment, with demand outpacing the company's growing supply capacity. This supply-demand dynamic has granted Intel renewed pricing power, with server CPU prices in China reportedly rising over 40% since the start of 2026. The company has secured ten long-term supply agreements with customers. The Client Computing Group (CCG), which includes PC chips, saw revenue grow 13% to $8.9 billion. Intel Foundry revenue grew 31% to $5.8 billion and achieved a milestone by signing its first named external customer, cybersecurity firm Fortinet. The company reported strong progress on its Intel 18A manufacturing process, with yields improving approximately 7% per month. To support future growth, Intel raised its full-year 2026 capital expenditure forecast from $18 billion to $20 billion, including a $5.7 billion investment to expand manufacturing capacity for its Xeon processors. For the third quarter, Intel provided optimistic guidance, projecting revenue between $15.8 billion and $16.8 billion and non-GAAP EPS of approximately $0.38, both above analyst estimates. Following the earnings release, Intel's stock rose about 11% in after-hours trading.

链捕手07/24 07:07

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

链捕手07/24 07:07

While Semiconductor Stocks Plunge, Anthropic Plans to Develop a 2nm Chip

Anthropic, the AI company behind Claude, is exploring the development of its own custom AI chip, according to a report from The Information. The company is in early discussions with Samsung Electronics to manufacture the chip using Samsung's most advanced 2-nanometer process and packaging technology. While the project is still in preliminary stages, including defining chip specifications, and could be abandoned, it marks a strategic step for Anthropic. The move comes as the company seeks greater control over its computing costs and hardware optimization, particularly for inference tasks to run its models more efficiently and cheaply. Samsung's potential involvement follows its participation as a strategic investor in Anthropic's recent $65 billion funding round. For Samsung, partnering with a major AI lab represents a significant opportunity for its foundry business to compete with market leader TSMC in advanced semiconductor manufacturing. Anthropic's CEO, Dario Amodei, has previously highlighted the immense financial challenge of securing enough computing power for anticipated growth, making cost-effective inference a critical focus. The company would join other tech giants like Google, Amazon, Microsoft, Meta, and OpenAI in pursuing custom AI silicon. However, analysts note this trend creates deeper interdependencies rather than independence, as US AI labs become more tightly woven into Asian semiconductor supply chains. Despite this move, Anthropic remains heavily reliant on a multi-cloud, multi-vendor strategy for its immediate computing needs. It has secured massive, long-term commitments for capacity from Amazon Web Services (Trainium chips), Google (TPUs), and even leased a large GPU cluster from xAI. For now, Nvidia continues to dominate the AI chip market, with its share reportedly growing to 74%.

链捕手07/03 09:54

While Semiconductor Stocks Plunge, Anthropic Plans to Develop a 2nm Chip

链捕手07/03 09:54

Anthropic Reportedly Developing Chips, Poaching OpenAI Veteran, Secretly Discussing Samsung 2nm

Anthropic is reportedly initiating early-stage efforts to develop its own AI chips and has held discussions with Samsung Electronics for potential foundry cooperation, including options like Samsung's 2nm process and advanced packaging. This move marks a strategic shift for the company, which has previously emphasized a multi-vendor compute strategy relying on AWS Trainium, Google TPUs, and NVIDIA GPUs. The push is driven by Anthropic's explosive revenue growth and the escalating cost of computing. Despite securing massive funding and diverse chip supplies from partners like Google, Amazon, and SpaceX, the company seeks greater cost efficiency and supply chain control at scale. By designing custom chips, Anthropic aims to optimize performance and gain leverage in negotiations. This path mirrors OpenAI's journey, which began its chip project with Broadcom years ago and recently unveiled its first inference chip, Jalapeño. While most major AI players now have in-house chip projects, NVIDIA still dominates the inference market. Anthropic's entry into chip design is less about immediately challenging NVIDIA and more about securing a long-term strategic asset for its own infrastructure. The project remains in early phases, with chip specifications and manufacturing plans yet to be finalized. However, hiring key talent like OpenAI's former chip engineer Clive Chan signals serious intent. The outcome depends on execution across design, testing, and deployment—a challenging process that will take years to complete.

marsbit07/03 07:55

Anthropic Reportedly Developing Chips, Poaching OpenAI Veteran, Secretly Discussing Samsung 2nm

marsbit07/03 07:55

Stock Soars 1200% on First Day, 80s Sales Engineer's Reversal: From Selling FRP to a Fortune of 29 Billion

On its first day of listing, Zhenbao Technology (stock code "N Zhenbao") surged by 1207%, marking itself as the second "ten-bagger" new stock of the year on the STAR Market. The closing price of 585 yuan propelled it into the top 20 of the A-share market by stock price. Dubbed the "first share of semiconductor consumables," the company is backed by a comprehensive shareholder list including National Integrated Circuit Industry Investment Fund Phase II, SMIC, BOE, and YMTC. Zhenbao's business model focuses on supplying critical consumable components like silicon rings and quartz parts to semiconductor fabs. Unlike expensive core equipment with low repurchase rates, these consumables require frequent replacement as long as production lines are running, generating stable recurring revenue—a key reason for its high market valuation. Founder Wang Bing, an 80s-born former sales engineer, built the company by identifying a supply chain vulnerability: foreign monopolies on high-purity materials led to high costs and unstable deliveries for domestic fabs. Zhenbao's strategy emphasized reliability and speed over absolute top-tier performance, offering products at about 50% of the price with 80% of the performance but 100% on delivery and responsiveness. To achieve this, the company vertically integrated its operations across "raw materials + components + surface treatment," ensuring supply chain control and cost reduction. Its clientele now spans major domestic fabs like BOE and Huahong, as well as international players like SK Hynix and Texas Instruments. However, risks accompany its rapid expansion. The IPO raised approximately 1.605 billion yuan primarily for capacity expansion, which will bring significant annual depreciation costs, potentially impacting future profitability. The company's growth is heavily reliant on sustained high levels of fab expansion, making it vulnerable to the semiconductor industry's cyclical downturns. Other concerns include high accounts receivable (70.83% of revenue at one point in 2025), heavy reliance on its top five customers (over 70% of sales), and questions about the stability and authenticity of its R&D investments, evidenced by volatile R&D headcount and unusual spikes in R&D energy consumption. While the "consumables story" commands a premium, long-term valuation will depend on maintaining high capacity utilization and healthy cash flow conversion.

marsbit06/25 05:57

Stock Soars 1200% on First Day, 80s Sales Engineer's Reversal: From Selling FRP to a Fortune of 29 Billion

marsbit06/25 05:57

Dialogue with Intel's Chen Liwu: The End of AI Isn't Just GPU, But Also Power, Materials, and Manufacturing

Summary: In a conversation, Intel CEO Lip Bu Tan discusses the challenges and opportunities in the AI-driven semiconductor industry. He outlines Intel's multi-step recovery plan—first stabilizing the company's financials and culture ("crawl"), then focusing on core products and customer trust ("walk"), before aggressively pursuing innovation ("run"). Key points include the renewed importance of CPUs in agentic AI and edge computing, the strategic necessity of rebuilding U.S.-based advanced manufacturing for supply chain resilience, and investments in critical bottlenecks like power, materials (e.g., GaN, SiC), advanced packaging, and novel substrates. Tan emphasizes that semiconductor success now hinges not just on chip design but on a holistic system encompassing manufacturing, software, and energy efficiency. He also highlights collaborations, such as with TerraFab, as examples of customers directly engaging with the manufacturing ecosystem to overcome capacity constraints. The future of AI compute, he argues, will extend beyond massive data centers to include robotics and physical AI at the edge.

marsbit06/23 00:54

Dialogue with Intel's Chen Liwu: The End of AI Isn't Just GPU, But Also Power, Materials, and Manufacturing

marsbit06/23 00:54

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

Bernstein analyst Stacy A. Rasgon published a report on June 18 regarding Intel, assessing the potential impact of recent political support for a US-based PC chip design and manufacturing collaboration between Apple and Intel. The report views this as a significant signal for the foundry landscape shift but concludes the initial financial contribution would be minimal. Key conclusions: 1) An Apple deal is seen as a small-scale "proof of concept." Even if Intel wins 40% of Apple's premium notebook chip orders (~5 million units/year), Bernstein estimates it would generate only about $500M in annual revenue and ~$0.03 EPS, negligible against Intel's ~$55B revenue. 2) Political encouragement is not equivalent to enforceable mandates. Winning orders ultimately depends on Intel demonstrating competitive technology (like its 18A node), cost, and reliable supply. 3) The path from validation to large-scale production involves significant challenges, capital investment, and time. Due to these uncertainties, Bernstein maintains a Market-Perform (Hold) rating with a $100 price target, implying potential downside from the ~$121.10 price at the report date. The analysis highlights the tension between near-term validation value—serving as a crucial trust signal for Intel's foundry ambitions and US supply chain resilience—and the long-term opportunity to attract larger cloud and AI chip customers. The investment thesis hinges on successful 18A execution and sustained policy support, not on immediate financial gains from Apple.

marsbit06/22 12:52

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

marsbit06/22 12:52

Latest Interview with Intel's CEO: How to Identify Traditional Companies Capable of Revitalizing in the AI Era?

Intel CEO's latest interview discusses the transformation and challenges facing traditional companies in the AI era. He outlines a three-step recovery plan for Intel: first, repairing the balance sheet with help from government investment and strategic partners; second, simplifying product lines and listening to customers; and third, focusing on key future technologies. The CEO emphasizes that AI is reshaping the semiconductor industry, moving beyond a GPU-centric narrative. CPUs are regaining importance for workloads like Agentic AI and multi-agent systems, potentially shifting CPU-to-GPU ratios in data centers. AI's growth exposes multiple bottlenecks beyond chips, including power, memory, advanced packaging, materials, and manufacturing capacity. The future of computing will not be confined to massive data centers; edge computing, robotics, and Physical AI will drive demand for distributed, specialized silicon. The discussion frames Intel's revival as part of a broader, systemic restructuring of the global semiconductor supply chain to support the next phase of AI expansion.

marsbit06/22 07:30

Latest Interview with Intel's CEO: How to Identify Traditional Companies Capable of Revitalizing in the AI Era?

marsbit06/22 07:30

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Intel CEO Chen Liwu outlines a bold vision for the company's transformation in a podcast interview, targeting a "10x return in 5-10 years." He emphasizes a strategic shift beyond traditional process node scaling, focusing on advanced packaging (like EMIB), new materials (glass substrates, GaN, SiC, InP, synthetic diamond), and system-level integration. Key to this is Intel's foundry business, where he prioritizes building trust through superior yield, defect density, and cycle times. Chen sees strong CPU demand resurgence driven by agent AI and inference workloads. He details the Terafab collaboration with Elon Musk to address semiconductor infrastructure gaps and stresses the strategic importance of U.S.-based advanced manufacturing. Acknowledging Intel is still in the "crawl" phase of his crawl-walk-run framework, Chen believes the company's full potential—extending from its PC base into edge computing and physical AI—will become apparent by 2030-2032.

marsbit06/20 06:06

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

marsbit06/20 06:06

AI PC Battle: Bet on the Toll Booth, Not the Camp

**Title:** The AI PC Battle: Don't Bet on Sides, Bet on the Tollbooth **Summary:** The AI PC competition is moving beyond simple "x86 vs. Arm" narratives. The core investment thesis should focus on identifying which players can sustain margins, cash flow, and pricing power throughout the upgrade cycle, rather than backing a particular architecture. The opportunity is analyzed in three layers: 1. **The Advanced Foundry Tollbooth:** TSMC is positioned to collect "tolls" regardless of which chip designer wins, due to its dominant ~70% share in advanced semiconductor manufacturing, which is essential for high-end AI PC chips. 2. **Compute & Platform Spillover:** AMD represents an offensive in the x86 CPU+GPU space, while NVIDIA leverages its GPU and CUDA software stack dominance. Both benefit from the demand for increased local AI compute. 3. **Architecture Diffusion & Turnaround Plays:** ARM and Intel offer potential for significant upside (elasticity), but investments here require stricter discipline due to higher execution risks and competitive challenges. The industry is transitioning from concept to shipment validation. While short-term forecasts for AI PC adoption have been revised down slightly due to tariffs and procurement delays, the long-term trend towards AI becoming a standard PC feature remains intact. The key driver for upgrade cycles will be whether compelling enterprise applications (e.g., privacy-sensitive computing, low-latency inference) emerge beyond consumer-focused features like meeting summarization. Investment strategy should prioritize companies with platform-level advantages and recurring revenue streams. TSMC offers high certainty as the foundational tollbooth. AMD presents a strong offensive play within the established ecosystem. ARM and Intel are higher-risk, higher-potential-reward turnaround bets. The report cautions against chasing short-term hype and emphasizes a disciplined, long-term approach focused on buying ecosystem strength and cash-flow certainty after market enthusiasm subsides. **Key Risks:** Underwhelming AI PC applications slowing upgrade cycles; slow improvement in Windows on Arm compatibility; macro/tariff impacts on PC demand; potential advanced node supply-demand mismatches affecting TSMC; high overall AI sector valuations making stocks vulnerable to a risk-off shift in markets.

marsbit06/04 07:10

AI PC Battle: Bet on the Toll Booth, Not the Camp

marsbit06/04 07:10

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