Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (Nikkei Asia)
Samsung is drawing advanced chip production interest as AI demand strains TSMC capacity, signaling foundry share pressure.
Excerpt
<a href="https://asia.nikkei.com/business/tech/semiconductors/samsung-sees-rising-chip-production-requests-from-byd-google-amd-sources"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260617/i10.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260617/p10#a260617p10" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://asia.nikkei.com/">Nikkei Asia</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://asia.nikkei.com/business/tech/semiconductors/samsung-sees-rising-chip-production-requests-from-byd-google-amd-sources">Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand</a></b></span> — TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services … </p>
Read at source: https://www.techmeme.com/260617/p10#a260617p10