Samsung Electronics' Taylor plant recently began wafer production using a 2-nanometer process, marking the start of trial production for the AI5 chip. Starting next year, some of the plant's production lines will begin manufacturing AI5 chips for Tesla and will conduct final mass production validation.

Qnity Electronics was liable here for $55 million, which is a huge hit for a materials supplier. That's about 20000 gallons of their immersion photoresist, enough to coat 64 million wafers.

SAMSUNG ELECTRONICS SEES SOCIAL-MEDIA ACTIVITY TRIPLE TO 10 FINANCIALLY FOCUSED POSTS IN 30 MINUTES, WELL ABOVE THE AVERAGE OF THREE, AMID BUZZ AROUND ITS AI-CHIP WORK WITH OPENAI AND UPCOMING FOLDABLES. THE SURGE FOLLOWS OTHER AI-RELATED DEVELOPMENTS, INCLUDING STRONG DEMAND FOR SAMSUNG-BACKED DATA-CENTER VENTURES AND ITS FUNDING ROUND FOR MISTRAL AI, KEEPING THE STOCK IN FOCUS.

Deep|Delta Electronics: 2H26 Re-acceleration on Deck, VPD Still Overlooked Delta Electronics ( the broadest play on AI power spanning the grid-to-core value chain. We expect 2H26 revenue to re-accelerate on stronger AI PSU demand and explosive VPD module growth, with GPM expanding from 26Q4 on a better mix, economies of scale, and price pass-through, and OPM improving even faster. The market, in our view, has overlooked Delta’s DC/DC business: we estimate it jumps to ~8.3%/~12.2% of total revenue in 2026/2027 on the VPD ramp, where Delta holds >70% share at US$400–600 of content per TPU. At a ~50% GPM, the mix shift should more than offset HVDC’s margin dilution. Liquid cooling should grow another ~80% in 2027, led by AWS’s IRHx, while HVDC enters volume production in 26Q4; fears of a timeline delay are overdone. With SST and SOFC optionality layering in from 2028, we model revenue growth of 53%/28% in FY27/FY28 and EPS of TWD77.3/102.4. The stock trades at ~17.8x FY28E EPS (based on the Sep 4 close of NT$1,825). Detailed Report