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Samsung Gains Customers as TSMC Reaches Chip Production Capacity
Samsung has attracted interest from BYD and Google while TSMC operates at full capacity. The shift occurs as demand rises for advanced semiconductors used in AI applications.
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Samsung has seen a surge in customers seeking advanced chip production as TSMC operates at full capacity, Semafor reported. BYD and Google are both in talks with the South Korean company. TSMC, Intel, and Samsung remain the only chipmakers able to offer cutting-edge production at scale.
Samsung’s chips lag behind TSMC’s in manufacturing quality, yet one executive told Nikkei that needs must. Google is seeking a larger role in the AI chip design market, a sector Nvidia dominated until recently. The two companies are increasingly at odds, according to The Wall Street Journal.
Rising chip demand is boosting secondary players in the semiconductor industry, Semafor reported.
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