Samsung Pledges $73.3B for AI Chip Capacity as Qnity Taps NVIDIA
Qnity has partnered with NVIDIA to accelerate materials research for next-gen AI, supporting a $61.5 million semiconductor research facility in Taiwan due in early 2027. Samsung plans to spend 110 trillion won ($73.3 billion) on AI chip capacity and R&D, boosting HBM supply for NVIDIA’s HBM4E-powered GPUs.
1. Qnity Partnership Expands Materials Research
Qnity Electronics has initiated a strategic collaboration with NVIDIA to integrate its AI-driven simulation tools into Qnity’s semiconductor materials research. The pact coincides with Qnity’s $61.5 million outlay on a new Taiwan research facility, scheduled to begin operations in early 2027 to advance next-generation AI chip development.
2. Samsung Commits 110 Trillion Won to AI Chip Capacity
Samsung Electronics will invest 110 trillion won ($73.3 billion) in 2026 to expand AI chip production and R&D, a 22% increase over last year. Funding is earmarked for high-bandwidth memory and advanced foundry processes, ensuring a stronger HBM4E supply chain for NVIDIA’s upcoming GPU launches and deepening their hardware partnership.