TSMCtáijījì diàn台积电capacitychǎnnéng产能tightjǐnzhāng紧张drivestuīdòng推动clientskèhù客户turn tozhuǎnxiàng转向Samsungsānxīng三星。
June 30, 2026 at 2:49 AM
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BusinessTSMC Capacity Constraints Drive Major Tech Clients Toward Samsung
TSMC faces severe capacity pressure. Major clients including Google, Tesla, and BYD have shifted production to Samsung foundry services.
According to latest industry reports, TSMC faces increasingly severe capacity constraints. Robust chip market demand, especially for artificial intelligence chips, has intensified TSMC's production bottleneck. These constraints have driven many major global technology companies to seek alternative manufacturing partners. Google, Tesla, BYD, and other leading chip buyers have shifted production to Samsung foundry services. Samsung, as the world's second-largest chip foundry, stands to benefit significantly from this shift. This move reflects changing dynamics in the global chip supply landscape.
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