Qualcomm's Snapdragon 8 Elite Gen 5 for Galaxy is entering Samsung's next-generation foldable phones, while Tesla's AI5 chip is expected to enter mass production in mid-2027, prioritizing Optimus humanoid robots. TSMC's 3nm capacity remains fully booked, with order visibility extending to 2027.
Leading-edge 3nm wafer capacity is now fully committed for years, tightening the supply of advanced silicon for AI-driven consumer and robotics applications.