TSMC's production capacity is in urgent need, Samsung's outsourcing demand is high

According to insiders, due to the demand for artificial intelligence infrastructure far exceeding TSMC's advanced chip manufacturing capacity, Samsung Electronics is receiving more and more chip foundry orders from global customers such as Google, AMD, and Tesla. According to the latest financial report, Samsung's foundry and System LSI business combined revenue reached 6.9 trillion Korean won in the first quarter, an increase of approximately 15% year-on-year. In the future, with the influx of new orders, Samsung is expected to see a further increase in its foundry business.