Samsung's foundry business is fielding a surge of new production requests from BYD, Google, and AMD, with sources pointing to capacity constraints at rival TSMC as a key driver of the shift. The move signals that major chip buyers are actively redistributing orders across manufacturers rather than waiting for TSMC's bottlenecks to ease. Separately, Samsung has agreed to direct 10% of operating profit toward employee bonuses following internal workforce pressure.
This is a meaningful foundry share gain story for Samsung at a time when AI and EV-driven chip demand is outpacing TSMC's available capacity. Investors in Samsung, AMD, and TSMC should note that order diversification reduces single-supplier risk for chip buyers while potentially improving Samsung's foundry revenue mix and margins. For AMD specifically, securing alternative production capacity matters as it scales AI GPU and data center chip volumes.
Samsung Q2 2025 earnings: watch for foundry segment revenue and margin updates. AMD next earnings call: listen for commentary on production partner diversification. TSMC monthly revenue reports: any sustained softness would confirm order leakage to Samsung.
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