As AI chip demand surges, TSMC's advanced capacity remains fully booked by major customers, prompting Google, AMD, BYD, and Tesla to engage with Samsung Electronics for foundry partnerships.
Current 3nm and 2nm capacity at TSMC is locked up by Apple, Nvidia, AMD, and Broadcom. Multiple companies are advancing talks with Samsung:
BYD is in talks for 4nm Xuanji A3 and 2nm automotive chips ; Google plans to move some Axion processors and TPU AI accelerators to Samsung by 2028; AMD is negotiating to shift some CPU production to Samsung from 2028; Tesla has already decided to manufacture AI6 chips at Samsung's Taylor, Texas plant.
Samsung's foundry and system LSI revenue reached $4.6 billion in Q1 , up 15% YoY, with 4nm yield now exceeding 80% .
Global foundry supply chains are moving toward diversification as more chipmakers adopt dual‑sourcing strategies.
ICgoodFind: TSMC's tight capacity is pushing major AI and automotive customers to Samsung – reshaping the foundry landscape.
