Samsung is expanding its offering in the GPU / ASIC sector. Probably no direct impact on Canatu, but it shouldn’t hurt either.
https://www.hankyung.com/article/202512244025i
Samsung Electronics succeeds in developing its own GPU…Expanding the AI ecosystem.
edit. there is a severe shortage of chips and memory in general
One industry insider said, “Big techs are currently placing open-ended orders with the three memory companies, effectively saying ‘Give us all the volume you can, regardless of price,’” adding, “Since both Samsung and SK’s advanced HBM and other cutting-edge process lines are already running at full capacity, it is physically difficult to meet all of these demands.”