Due to the tight capacity at TSMC, Google, AMD, and BYD have increased their orders for Samsung's chip foundry services

According to Nikkei Asia, due to the surge in demand for AI infrastructure leading to tight advanced chip capacity at TSMC, companies such as BYD, Google, AMD, and Tesla are increasingly turning to Samsung Electronics for chip foundry services.

Insiders revealed that BYD is negotiating with Samsung to produce future generations of autonomous driving chips; Google is exploring the possibility of Samsung manufacturing the next-generation Axion processor and some TPU chips expected to launch in 2028; AMD is also in talks for Samsung to produce some future CPUs starting in 2028. Additionally, Tesla's upcoming AI6 chip will also be produced at Samsung's Texas factory.

Industry insiders pointed out that although Samsung still lags behind TSMC in chip yield, its available capacity advantage is making it an attractive option. At the same time, due to TSMC's capacity constraints and geopolitical factors, an increasing number of Chinese and American companies are adopting a diversified supply chain strategy to spread orders among multiple foundries.