AMD, Google, BYD eye Samsung as TSMC hits capacity limits
- Source
- Nikkei Asia
- Time
- 6:26 AM
- Weight
- 94/100
Major technology firms including AMD, Google, and BYD are reportedly turning to Samsung Electronics for their semiconductor manufacturing needs. This shift comes as the global surge in artificial intelligence infrastructure places unprecedented pressure on the production capacity of TSMC, the world’s leading foundry.
As TSMC struggles to accommodate the high volume of orders for advanced chips, industry players are increasingly seeking alternative partners to secure their supply chains and maintain production timelines. In addition to these companies, Tesla is also among the firms exploring Samsung's contract chipmaking services to support its hardware requirements.