Tsmc Sells Out Two Years' Worth of Orders; Will This Be an Opportunity for Samsung Electronics' Foundry Business?

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With TSMC Selling Out Two Years' Worth of Orders, Will This Be an Opportunity for Samsung Electronics' Foundry Business? It has been reported that TSMC, the world's largest semiconductor foundry manufacturer, has virtually sold out its cutting-edge process volume until 2028 due to a surge in orders from Big Tech companies. Consequently, amidst TSMC's dominance, an opportunity may arise for Samsung Electronics' foundry business as an alternative.

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As TSMC, the world's largest foundry (semiconductor contract manufacturing) company based in Taiwan, fills all orders until 2028 driven by explosive demand for artificial intelligence (AI) semiconductors, predictions are emerging that orders from global big tech firms will flock to Samsung Electronics. According to local Taiwanese media and industry sources on the 28th, TSMC is unable to cope with the recently surging demand for AI semiconductor…