Semiconductors
Rising AI infrastructure demand pressures market leader TSMC’s advanced manufacturing capacity
Samsung’s advanced semiconductor services are attracting increased 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
In Taipei, Hong Kong, and Seoul, BYD, Google, AMD, Tesla, and other major tech firms are turning more frequently to Samsung Electronics for contract chip manufacturing, as the surge in AI infrastructure demand overtaxes the advanced fabrication capabilities of market leader TSMC, Nikkei Asia reports.
