Samsung Electronics’ foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and other maturity checks. The effort is part of a broader push to win larger customers for its advanced manufacturing business.

Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance computing (HPC) markets. Part of the funding reportedly comes from advance payments by Nvidia and other global technology companies. With Samsung Electro-Mechanics having already entered Nvidia’s NVSwitch and Groq 3 supply chains, the two companies’ cooperation is expected to extend from an existing supply relationship to dedicated capacity.

As electricity demand from AI data centers and the semiconductor industry climbs rapidly, Blade Hydrogen Green Technology is tapping industrial byproduct hydrogen and mixed-hydrogen fuel cell technology to turn waste hydrogen into power and support low-carbon electricity supplies for AI data centers (AIDCs) and other sites. The startup has expanded its fuel cell power equipment from 30kW to 150kW and has installed a cumulative 1.65MW of generating capacity in Taiwan.