Samsung's 4nm wafer capacity is fully booked through 2027, while demand for 5nm increases for AI servers.

Samsung’s 4nm wafer capacity is fully booked through 2027, fueled by demand for HBM4 and NVIDIA’s LPU 'Grok3'. Altcoins to watch may benefit from this trend. The company is now expanding its 5nm process, originally targeted at automotive chips, into the AI and server markets. Demand for 5nm has surged over the past three to four months, primarily from Chinese and Indian companies moving away from TSMC. The Fear & Greed Index indicates rising market confidence in semiconductor-driven crypto cycles. Inquiries for 2nm are also increasing.

https://www.kucoin.com/news/flash/samsung-4nm-wafer-capacity-fully-booked-until-2027-5nm-demand-rises-for-ai-servers