Samsung Foundry to Apply '2nm GAA' to HBM5... Set to Lead AI Semiconductor Market

Samsung will apply 2nm GAA process to HBM5 memory, targeting 50% faster speeds than HBM4E, backed by newly signed partnerships with Broadcom ($200bn through 2030) and OpenAI. The move positions Samsung's integrated memory-foundry-packaging model as the preferred supplier for AI semiconductor infrastructure.

This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.