Samsung and Broadcom have signed a five-year chip supply agreement worth $200 billion, running through 2030. The deal covers 2-nanometer and below process technologies, placing Samsung's foundry business at the center of Broadcom's advanced chip roadmap. This is one of the largest disclosed foundry supply commitments in the semiconductor industry.
Samsung's foundry division gets a guaranteed revenue anchor for five years, reducing the revenue uncertainty that has weighed on its semiconductor segment relative to TSMC. For Broadcom investors, the deal locks in manufacturing capacity for its most advanced custom AI chips, which matters because supply constraints are a real ceiling on Broadcom's AI revenue growth. Both stocks have a clearer earnings floor as a result.
Samsung Q2 2025 earnings, expected late July. Broadcom Q3 FY2025 earnings, expected September 2025. Any TSMC capacity announcements in the same 2nm window.
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