Insiders reveal that, driven by a significant uptick in demand for artificial intelligence infrastructure, TSMC is facing a pressing need for its production capacity dedicated to advanced chip manufacturing. Meanwhile, Samsung Electronics is witnessing a surge in chip foundry orders from global giants including Google, AMD, and Tesla. The latest financial report indicates that Samsung's revenue from its foundry and system LSI business soared to KRW 6.9 trillion (equivalent to approximately RMB 30.774 billion) in the first quarter, marking a year-on-year increase of around 15%. As new orders continue to pour in, Samsung's foundry business is poised for further expansion.
