Samsung gains chipmaking orders from BYD, Google, AMD as AI demand strains TSMC capacity
By
Staff Writer
Day-old at best. Try it dunked in something stronger.
Summary
Samsung Electronics is seeing increased contract chipmaking requests from major tech companies including BYD, Google, AMD, and Tesla, as the AI boom strains TSMC's advanced production capacity. The shift highlights Samsung's growing role as an alternative chip supplier amid surging demand for AI infrastructure.
Key quotes
· 2 pulledBYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services as surging demand for AI infrastructure strains the advanced chipmaking capacity of market leader TSMC
Nikkei Asia has learned
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