This week’s news spans from Europe’s looming talent gap to Samsung’s win in memory validation, TSMC’s next-gen clients, and Nvidia’s forecasted growth. Below is a breakdown of key developments shaping the semiconductor landscape.
SEMI Europe and partners are preparing to address the continent’s semiconductor talent gap at the upcoming Brussels forum on October 2. The European Chips Skills Academy report warns that more than 75,000 skilled workers could be missing by 2030, especially in engineering and technician roles. Leaders from OECD and the EU STEM coalition will join industry executives to map solutions for training and workforce growth.
Samsung has finally secured validation from Nvidia for its fifth-generation HBM3E memory chips. These 12-layer devices, developed after more than a year of setbacks, will be used in Nvidia’s B300 AI accelerator and AMD’s MI350. Although supply will remain limited, the approval restores confidence in Samsung’s position as competition moves toward HBM4.
Samsung Semiconductor India has appointed Rajesh Krishnan as its new Managing Director. The move is expected to strengthen regional leadership and drive growth in one of the fastest-rising markets for chip design and advanced technology development.
TSMC announced that up to 15 companies have signed on for its 2nm process, with the majority focused on high-performance computing and AI. Mass production is scheduled for 2026, with devices expected in 2027. This highlights TSMC’s continued edge in advanced nodes, especially as demand for energy-efficient, powerful chips accelerates.
Morningstar projects Nvidia’s AI hardware sales could approach $400 billion by 2028, fueled by hyperscaler investment that may exceed $450 billion annually. While this underscores Nvidia’s dominance, analysts warn of volatility if demand shifts or competitors close the gap. The outlook reflects both tremendous opportunity and risk for the world’s most valuable chipmaker.