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Oct 29, 2026
Samsung’s chip outlook separates HBM4 sales from NPU and Taylor plans
Samsung’s October 29 report describes scaled-up HBM4 sales in Q3, a planned Q4 ramp for 4nm NPUs and expected Taylor fab operations in 2027. These are different supply milestones.
Apr 22, 2026
Tesla's Earth Day Push: FSD Demo Drives and Robot-Themed Swag
Tesla's gearing up for Earth Day with demo drives of its Full Self-Driving tech, alongside the Optimus Plant Cube promo. This market move underscores Tesla's link between sustainability and robotics innovation.
Apr 20, 2026
Samsung's Taylor Fab Ready to Roll Out 2nm AI Chips for Tesla
Samsung's Taylor, Texas fab will start operations, producing AI chips for Tesla using 2nm technology. This $17B venture signals Samsung's bid to reclaim its foundry business, producing Tesla AI chips and more.