Due to tight production capacity at TSMC, Google, AMD, and BYD have increased OEM orders for Samsung chips

Comparatively, according to a report by Nikkei Asia (Nikkei Asia), companies such as BYD, Google, AMD, and Tesla are increasingly turning to Samsung Electronics to seek chip foundry services due to the surge in demand for AI infrastructure and the tight production capacity of TSMC's advanced chips.

People familiar with the matter revealed that BYD is in negotiations with Samsung to produce future generations of autonomous driving chips; Google is discussing next-generation Axion processors and some TPU chips expected to be launched by Samsung in 2028; and AMD is also discussing the production of some future CPUs by Samsung starting 2028. Additionally, Tesla's upcoming AI6 chip will also be manufactured at Samsung's Texas plant.

Industry insiders pointed out that although Samsung still lags behind TSMC in chip yield, its available production capacity advantages make it an extremely attractive choice. At the same time, due to TSMC's production capacity restrictions and geopolitical factors, more and more Chinese and US companies are adopting diversified supply chain strategies to distribute orders among multiple foundries.