[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers Created: 2025-05-29 21:28:11 UTC Alchip’s 3nm Chips (likely Include $AMZN AWS Trainium 3)—Set for Small-Batch Production by Late 2025, Full Ramp in 2026—AIchip Chairman and General Manager Johnny Shen The company expects small-batch shipments to begin by the end of 2025, with full-scale mass production set for 2026. This next-generation chip has drawn significant market attention, with order volumes projected to exceed those of the prior 7nm generation. Additionally, due to the upgraded process node, the average selling price has increased significantly. Alchip holds a positive outlook on the project’s contribution to its business. According to internal estimates, the previous 7nm chip generation generated approximately USD 1.5–1.6 billion in revenue over its lifecycle. With the move to a more advanced 3nm process, Alchip expects greater flexibility in both performance and pricing, laying the groundwork for an even stronger contribution to future revenue. Looking ahead to the next-generation 2nm project, the company emphasized its commitment to securing continued collaboration with major clients. By maintaining competitive advantages in cost-efficiency, development speed, and product delivery, Alchip aims to help clients reduce costs—thereby freeing up more resources for data center expansion and fostering a positive cycle of reinvestment. Strategically, Alchip is focusing on three key growth areas: 1) High-performance computing (HPC), 2) Artificial intelligence (AI), and 3) Automotive electronics—seeking long-term growth opportunities arising from industry upgrades. On the technology front, Alchip is targeting breakthrough innovation in several areas, including: 1) 3D IC and chiplet-based architectures, 2)Next-generation I/O chip solutions, and 3) Advanced nodes such as 2nm and the A16 process generation. The company is also investing in forward-looking R&D for the 1.6nm node to strengthen its leadership in high-end process design. In terms of market strategy, Alchip plans to increase its investment in the North American market, deepen strategic alliances with major system integrators and cloud service providers (CSPs), and reinforce its positioning as a global ASIC partner—actively pursuing more long-term projects and development opportunities. XXXXX engagements  **Related Topics** [amzn](/topic/amzn) [amazon web services](/topic/amazon-web-services) [$amzn](/topic/$amzn) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/rwang07/status/1928201732548612428)
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Ray Wang @rwang07 on x 14.2K followers
Created: 2025-05-29 21:28:11 UTC
Alchip’s 3nm Chips (likely Include $AMZN AWS Trainium 3)—Set for Small-Batch Production by Late 2025, Full Ramp in 2026—AIchip Chairman and General Manager Johnny Shen
The company expects small-batch shipments to begin by the end of 2025, with full-scale mass production set for 2026.
This next-generation chip has drawn significant market attention, with order volumes projected to exceed those of the prior 7nm generation.
Additionally, due to the upgraded process node, the average selling price has increased significantly. Alchip holds a positive outlook on the project’s contribution to its business.
According to internal estimates, the previous 7nm chip generation generated approximately USD 1.5–1.6 billion in revenue over its lifecycle. With the move to a more advanced 3nm process, Alchip expects greater flexibility in both performance and pricing, laying the groundwork for an even stronger contribution to future revenue.
Looking ahead to the next-generation 2nm project, the company emphasized its commitment to securing continued collaboration with major clients.
By maintaining competitive advantages in cost-efficiency, development speed, and product delivery, Alchip aims to help clients reduce costs—thereby freeing up more resources for data center expansion and fostering a positive cycle of reinvestment.
Strategically, Alchip is focusing on three key growth areas:
- High-performance computing (HPC),
- Artificial intelligence (AI), and
- Automotive electronics—seeking long-term growth opportunities arising from industry upgrades.
On the technology front, Alchip is targeting breakthrough innovation in several areas, including:
- 3D IC and chiplet-based architectures, 2)Next-generation I/O chip solutions, and
- Advanced nodes such as 2nm and the A16 process generation.
The company is also investing in forward-looking R&D for the 1.6nm node to strengthen its leadership in high-end process design.
In terms of market strategy, Alchip plans to increase its investment in the North American market, deepen strategic alliances with major system integrators and cloud service providers (CSPs), and reinforce its positioning as a global ASIC partner—actively pursuing more long-term projects and development opportunities.
XXXXX engagements
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