Samsung's Foundry Is Booming as TSMC Struggles with Demand – Bags Nvidia, Tesla, and Qualcomm as New Clients
3 Articles
3 Articles
Samsung's foundry is booming as TSMC struggles with demand – bags Nvidia, Tesla, and Qualcomm as new clients
According to a report from Nikkei Asia, Samsung Foundry has either received orders from or is in negotiations with Google, Nvidia, Tesla, AMD, and BYD to manufacture advanced semiconductor chips based on sub-5nm nodes. Some of these companies previously worked exclusively with TSMC but are now engaging with Samsung to...Read Entire Article
TSMC's capacity crisis is handing Samsung a massive victory
Samsung’s overall chip business achieved a record-breaking operating profit in Q1 2026, and that’s only going to go up as the global chip buyers are turning to Samsung Electronics for manufacturing future chips, as reported by Nikkei Asia. The list includes big tech giants such as AMD, Google, NVIDIA-backed Groq, Tesla, and BYD, all of which are looking to diversify their chip production to Samsung as demand continues to soar beyond TSMC’s avail…
The demand for AI chips is almost burdened by TSMC. Samsung is likely to benefit from this and is expected to record a surge of orders from well-known companies for chip production.
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