金色财经|Jun 17, 2026 11:30
[TSMC Capacity Crisis, Samsung Foundry Demand Surges]
According to a report by Jinse Finance on June 17, media sources citing insiders revealed that due to the demand for artificial intelligence infrastructure far exceeding TSMC's advanced chip manufacturing capacity, Samsung Electronics is receiving an increasing number of chip foundry orders from global clients such as Google, AMD, and Tesla. According to the latest financial report, Samsung's foundry and system LSI business achieved a combined revenue of 6.9 trillion Korean won (approximately 30.774 billion RMB) in the first quarter, a year-on-year increase of about 15%. Looking ahead, with a wave of new orders incoming, Samsung is expected to see further growth in its foundry business.
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