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Samsung gains chipmaking interest as TSMC capacity tightens through 2028

Market News
18 Jun 2026
Proactive Investors
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Bullish
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Samsung Electronics is attracting growing interest from companies like BYD, AMD, and Google for advanced chip manufacturing due to capacity constraints at Taiwan Semiconductor Manufacturing Company (TSMC). These potential orders include processors for automotive and AI applications, reflecting strong demand for cutting-edge chips amid expanding AI and high-performance computing needs. While TSMC remains the industry leader, Samsung's foundry capacity offers valuable supply security and flexibility. This trend signals robust semiconductor demand expected to continue beyond 2028.

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