TECH NEWS – TSMC is reaching its limits, forcing companies to seek alternatives, which could work in favor of Samsung Foundry.
TSMC, the Taiwanese semiconductor manufacturing giant, is currently one of the most in-demand companies in the industry, accounting for a significant share of global manufacturing revenue. Clients such as Apple, Qualcomm, MediaTek, Nvidia, and AMD generate enormous demand, placing unprecedented pressure on the company’s production capacity.
According to South Korean media reports, manufacturers that do not belong to TSMC’s top-tier customer base are increasingly turning to Samsung Foundry to meet their chip requirements. As TSMC raises prices for its 2 nm process while order volumes continue to surge, global technology companies are shifting their attention to Samsung Electronics in an effort to diversify supply chains.
One of the biggest concerns for manufacturers is TSMC’s limited ability to provide sufficient capacity on time. While the company is known for its customer-focused approach, delays pose a serious risk for firms aiming to bring new products to market quickly. As a result, Samsung Foundry is increasingly viewed as a viable alternative.
Meta plans to place orders for its MTIA ASICs with Samsung Foundry, and based on recent progress, the AI giant may opt for the SF2 process. Qualcomm and AMD are also customers of Samsung Foundry, largely because they have effectively been pushed out by TSMC’s capacity constraints.
Alongside Samsung, Intel Foundry has also attracted interest with its 18A and 14A processes. Intel’s strong manufacturing presence in the United States is particularly appealing to US-based companies. The semiconductor industry increasingly requires diversification, which could lead to broader adoption of Samsung and Intel manufacturing solutions in the coming years.
