Samsung sees rising chip production requests from BYD, Google and AMD
Samsung Electronics has seen a sharp rise in chip-production requests from BYD, Google and AMD in recent weeks. Supplier sources speaking to Nikkei said the trend strengthens Samsung's chance to rebuild a market-share base for its foundry business against TSMC.
Nikkei's sources in Seoul and Taiwan said the bulk of the new orders are for Samsung's 4-nanometre and 5-nanometre nodes, serving automotive and data-centre customers. BYD has moved to diversify processor lines for its driver-assist systems in China. Google plans to shift part of its AI TPU output to a second foundry. AMD is trying to reduce its dependence on TSMC for server CPUs.
Samsung's new 2-nanometre line in Hwaseong will reach full capacity by the end of 2026. Internal sources said allocation is being reshaped to prioritise AI and automotive orders. Long-awaited HBM4 high-bandwidth memory samples have also been delivered to Nvidia, putting Samsung back in the top tier dominated by SK Hynix and Micron.
Samsung Electronics shares rose more than 3% on the Kospi. Bloomberg data showed limited strengthening in the South Korean won immediately after the announcement. The company will publish off-balance-sheet guidance at its investor day next month. Analysts say a 280-trillion-won annual revenue target is being discussed.
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