Faraday Technology wins cloud AI chip design win from US customer, adopting Samsung 2nm process
In its 2026Q3 financial report, Faraday Technology announced it had won a cloud AI chip design win from a US customer, with the design process, design complexity, NRE amount and advanced packaging all setting company records. The chip is based on Samsung Foundry's 2nm process, vertically stacks a logic SoC with custom DRAM and adopts hybrid bonding, supports FP64 computing and PCIe Gen6, and the customer had originally planned to use 4nm. Faraday's 2026Q3 consolidated revenue was NT$3.66 billion, up 13% year-on-year and 11% quarter-on-quarter.
Body · AI translation
On October 28, chip IP and design services company Faraday Technology announced yesterday in its 2026Q3 financial report that it has secured a significant new project from a US customer, setting company records in design process node, design complexity, NRE amount, and advanced packaging.
This is a cloud-oriented AI chip that also supports FP64 computing (presumably to accommodate HPC tasks as well). It is based on Samsung Foundry's 2nm advanced process, vertically stacks a logic SoC with custom DRAM, applies hybrid bonding technology, and supports PCIe Gen6. Faraday noted that the customer had originally planned to use a 4nm process but chose this solution out of consideration for performance and power consumption.
Faraday Technology's 2026Q3 consolidated revenue was NT$3.66 billion (note: approximately RMB 750 million at current exchange rates), up 13% year-over-year and 11% quarter-over-quarter; gross margin was 42.5% and operating margin was 5.8%.