Samsung Foundry Eyes Google AI Chip Production Deal - 조선일보

Samsung Electronics’ foundry business is moving toward profitability as it secures more high-value contracts. According to U.S. media The Information, Google is reportedly considering outsourcing part... Read original →

Samsung Foundry’s entry into Google’s TPU supply chain signals a strategic pivot from memory dominance to advanced logic manufacturing. Technically, co-designing its 2nm I/O die with HBM boosts memory-compute bandwidth efficiency, pressuring TSMC to accelerate CoWoS packaging capacity. On compliance, Samsung leverages Korea-based supply chains to sidestep U.S.-EU AI chip export controls, though tighter U.S.-ROK semiconductor pacts could restrict access to critical tools. In market dynamics, while TSMC retains monopoly over 1.4nm compute cores, Samsung carves a niche via heterogeneous integration—blending TSMC logic with its own HBM and I/O dies. Within 18 months, this model may be replicated by Tesla and AMD, enabling Samsung Foundry to achieve sustained profitability by 2027 and establish a bipolar global AI chip manufacturing order.