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