TSMC's insane backlog is finally sending big clients to Samsung. With the Taiwanese chipmaker's advanced production lines completely swamped, companies like Meta, Qualcomm, and AMD are reportedly exploring Samsung Foundry as a viable alternative for future chips. This shift is driven less by pure preference and more by necessity, as fabless firms desperate to get products to market can't afford to wait in TSMC's long queue, especially with rising prices on leading-edge nodes like two-nanometer.
The Korean foundry is positioned to capitalize on this spillover from its rival's constrained capacity. Meta is allegedly looking at Samsung for its custom AI accelerator chips, potentially using the SF2 process. Qualcomm and AMD are also named as potential customers, seeing Samsung's progress as a route to a more predictable supply. This dynamic presents a clear opportunity for the world's second-largest foundry to gain market share.
Intel Foundry is seeing similar interest in its own advanced processes, partly due to its status as a US-based manufacturer appealing to domestic companies. The overall industry trend now actively favors this kind of supply chain diversification, moving away from dangerous over-reliance on a single supplier. Whether for speed, geographic preference, or just securing any capacity at all, major tech firms are being forced to seriously consider their options beyond TSMC for the first time in years.
The Korean foundry is positioned to capitalize on this spillover from its rival's constrained capacity. Meta is allegedly looking at Samsung for its custom AI accelerator chips, potentially using the SF2 process. Qualcomm and AMD are also named as potential customers, seeing Samsung's progress as a route to a more predictable supply. This dynamic presents a clear opportunity for the world's second-largest foundry to gain market share.
Intel Foundry is seeing similar interest in its own advanced processes, partly due to its status as a US-based manufacturer appealing to domestic companies. The overall industry trend now actively favors this kind of supply chain diversification, moving away from dangerous over-reliance on a single supplier. Whether for speed, geographic preference, or just securing any capacity at all, major tech firms are being forced to seriously consider their options beyond TSMC for the first time in years.
