Samsung is expanding chip production capacity to meet surging HBM4 demand, planning new 2nm production lines and raising prices for 4nm foundry and HBM4 orders. The company expects Q3 HBM4 revenue to more than triple quarter-over-quarter, with HBM4 accounting for over 60% of total HBM revenue in the second half.
Intel faces severe CPU supply shortages with only ~50% order fulfillment capacity, driving price hikes of 10% for PCs and 15%+ for servers in Q4 2026. Meta's Muse AI agent is generating substantial compute demand through high-frequency tasks, while Intel's foundry plans 40-30% capacity expansion and is gaining new customers including Tesla for chip manufacturing.