Samsung sees rising chip production requests from BYD, Google, AMD: sources - Nikkei Asia

The rapid advancement of artificial intelligence technology has created unprecedented demand for semiconductors, putting pressure on leading manufacturers' production capacity. According to Nikkei Asi... Read original →

With TSMC constrained on advanced-node capacity, Samsung is emerging as the de facto 'Plan B' for AI chipmakers—a shift that triggers downstream ripple effects: customers must requalify designs against Samsung’s PDKs and yield curves, delaying time-to-market. Geopolitical pressures from U.S. CHIPS Act restrictions compel Google and AMD to diversify beyond a single foundry, yet Samsung’s expansion below 7nm faces export control hurdles on EUV tools and talent shortages, inflating compliance costs. TSMC will likely prioritize Apple and NVIDIA, leaving rivals scrambling. Within 18 months, a dual-track supply model—TSMC as primary, Samsung as strategic backup—will solidify, forcing EDA, packaging, and testing ecosystems to realign. Capital expenditure will pivot from pure capacity to supply chain resilience.