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

Samsung Electronics is seeing increased demand for its advanced chipmaking services from companies including BYD, Google, AMD, and Tesla, according to sources. This comes as the surge in demand for AI infrastructure is straining the production capacity of TSMC, the current market leader in semiconductor manufacturing.

Semiconductors

Demand for AI infrastructure strains advanced capacity of market leader TSMC

Samsung's advanced chipmaking services are gaining more attention as the AI boom strains rivals' production capacity. (Nikkei montage/Source photos by Ken Kobayashi and Reuters)

CHENG TING-FANG, LAULY LI, CISSY ZHOU and KIM JAEWON

June 17, 2026 12:09 JST

TAIPEI/HONG KONG/SEOUL -- BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services as surging demand for AI infrastructure strains the advanced chipmaking capacity of market leader TSMC, Nikkei Asia has learned.

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Source document: Samsung Electronics

1 reports

Nikkei AsiaIndependent🔒Center

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

Bias read (Center): The article discusses business developments in the semiconductor industry without taking a stance on political issues. It reports on increasing demand for Samsung's chipmaking services due to strained capacity at TSMC, focusing on market dynamics rather than political arguments or ideological frames

Official sources cited

organisation Samsung Electronics
organisation TSMC

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organisationSamsung Electronics
organisationTSMC