VLSI ASTRIA / SEMICONDUCTOR INTELLIGENCE AGENT

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ASTRIA research release · 2026-09-09
150Product & quote identities
49Dated numeric references
4 + 8Forecast series + density scenarios
15Foundry–product evidence records

Research and estimates by VLSI ASTRIA: AI-assisted public-source research, reproducible statistical models and explicit assumptions. Original publisher facts remain separately attributed. Forecasts are experimental.

One record is a sourced product or relationship event. Dates describe the cited evidence, not the current allocation. Internal products, research demonstrations, orders, tape-outs and production disclosures remain distinct.

Foundry → counterpartyProduct / componentProcess / diameterEvidence statusSource / limits
TSMCNVIDIAexternal relationshipBlackwell GPU dies (B200; GPU component of GB200)Custom TSMC 4NPDiameter not disclosedproduct and process disclosed2024-03-18Primary disclosure ↗No wafer, fab, revenue, or allocation disclosure.
TSMCAMDexternal relationship4th Gen EPYC (Genoa)TSMC caption associates processor with 5nm technologyDiameter not disclosedproduct process association package scope limited2023Primary disclosure ↗The caption does not identify each die in the multi-die package; it cannot support an all-die 5nm claim. No volume or revenue allocation.
TSMCAMDexternal relationshipEPYC VeniceTSMC N2Diameter not disclosedtapeout bringup2025-04-14Primary disclosure ↗Not evidence of HVM or shipments.
Samsung FoundryAmbarellaexternal relationshipCV3-AD685Samsung 5nmDiameter not disclosedproduction product disclosed2023-02-21Primary disclosure ↗No wafer volume or realized revenue.
Samsung FoundryPreferred Networksexternal relationshipNext-generation AI acceleratorsSamsung 2nmDiameter not disclosedplanned turnkey order2024-07-09Primary disclosure ↗Future; packaging does not prove wafer shipments.
Intel FoundryIntel Productsinternal productCore Ultra Series 3 / Panther LakeIntel 18ADiameter not disclosedinternal production hvm ramp2025-10-09Primary disclosure ↗Internal; no wafer volume.
Intel FoundryIntel Productsinternal productXeon 6+ / Clearwater ForestIntel 18ADiameter not disclosedinternal product fab disclosed2025-10-09Primary disclosure ↗Launch timing was forward-looking.
Intel FoundryFortinetexternal relationshipSecurity Processor 6Not disclosedDiameter not disclosedcollaboration only2026-07-23Primary disclosure ↗No node, order, tape-out, shipment, or production confirmation.
UMCSensirionexternal relationshipTemperature and flow-sensor ICsNot disclosedDiameter not disclosedmanufacturing capacity allocated2021-03-08Primary disclosure ↗No node, diameter, volume, fab, or sales value.
UMC/WavetekHyperLightexternal relationshipTFLN Chiplet PlatformNot disclosed6-inch and 8-inch capabilitiescollaboration scalable manufacturing2026-03-13Primary disclosure ↗No production SKU, wafer volume, or lithographic node.
GlobalFoundriesElevATE Semiconductorexternal relationshipHigh-voltage test/aerospace/defense chips7HV200mmmanufactured at scale2024-06-05Primary disclosure ↗Product family, no model/volume/revenue allocation.
TowerHP Indigoexternal relationshipIndustrial press mixed-signal driver solution180nm power-management8-inchcustomer product process disclosed2020-04-23Primary disclosure ↗No press model, volume, or revenue.
TowerUSC research teamresearch collaborationFMCW LiDAR ICPH18 silicon photonics platformDiameter not disclosedfabricated research demonstrator2021-09-13Primary disclosure ↗Not a commercial shipping program.
TSMCSony Semiconductor Solutionsjoint-venture controlling shareholderNext-generation smartphone image sensorsNot disclosedDiameter not discloseddefinitive agreement conditional2026-08-11Primary disclosure ↗The definitive agreement does not establish current production, capacity, shipments, revenue, market share, or a process node. The 2029 volume-production date is planned, contributions are phased, closing remains conditional, and Japanese-government support is contemplated without a disclosed amount.
Samsung FoundryTesla, Inc.customerProduct not disclosed in cited agreementNot disclosedDiameter not disclosedcontract effective2025-07-31Primary disclosure ↗The agreement value is a multi-year contractual amount, not annual revenue, realized sales, backlog, shipment volume, or proof of production. Samsung states that key terms remain confidential and may change or terminate.
Disclosure

This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.