Samsung Sees Growing Chip Orders From BYD, Google, AMD and Tesla as Tight TSMC Capacity Fuels AI Demand

The global AI race is creating fresh opportunities for Samsung. As demand for advanced AI chips continues to outpace manufacturing capacity, more technology companies are exploring alternative foundry partners. Industry sources now indicate that Samsung is receiving increasing production requests from BYD, Google, AMD, and Tesla, highlighting a potential turning point for its contract chip manufacturing business. While no final production agreements have been announced for several projects, the growing interest reflects how AI demand is reshaping the semiconductor industry. Investors are watching closely because new foundry customers could strengthen Samsung’s long-term growth.

Samsung Gains Momentum as TSMC Capacity Remains Under Pressure

Samsung is reportedly receiving growing chip production inquiries from BYD, Google, AMD, Tesla, and other global companies as advanced manufacturing capacity at TSMC remains heavily booked. According to Investing.com, citing Nikkei Asia, demand for AI processors has exceeded available leading-edge production capacity, encouraging customers to diversify suppliers.

Why are customers looking beyond TSMC? The answer is simple. TSMC currently dominates advanced chip manufacturing and serves major clients including Nvidia, Apple, AMD, Broadcom, Marvell, and MediaTek. Even though the company plans to invest $52 billion to $56 billion in capital spending during 2026, executives have warned that AI-driven chip demand may exceed supply for years.

Samsung Expands Discussions With BYD, Google, AMD, and Tesla

BYD, China’s largest electric vehicle maker, is reportedly discussing future autonomous driving chips with Samsung. At the same time, Google is exploring Samsung’s advanced 2-nanometer technology for parts of its next-generation AI processors expected to enter production around 2028, while TSMC may continue producing the main compute chip.

Could AMD also become a Samsung customer? Industry sources say AMD has discussed manufacturing some future CPUs with Samsung as chipmakers seek greater supply flexibility. Tesla is also viewed as an important customer after Samsung secured a $16.5 billion AI chip manufacturing agreement announced in 2025.

Samsung Could Benefit From the Next Wave of AI Semiconductor Growth

The global AI infrastructure boom continues to drive massive semiconductor spending. Hyperscale technology companies are expected to invest roughly $725 billion in AI infrastructure during 2026, creating sustained demand for advanced processors, packaging, and memory solutions. This environment allows Samsung to improve foundry utilization while expanding relationships with global chip designers.

Final Analysis: Samsung Has a Rare Opportunity to Strengthen Its Foundry Business

Samsung is not replacing TSMC, but it is becoming an increasingly important alternative as AI demand stretches industry capacity. Interest from BYD, Google, AMD, and Tesla shows that large technology companies want additional manufacturing options to reduce supply risks and secure future production. Several projects remain under discussion rather than confirmed contracts, so investors should avoid assuming immediate revenue gains. However, if Samsung converts even part of these talks into long-term manufacturing agreements, its foundry business could improve utilization, strengthen competitiveness in advanced process technologies such as 2 nanometers, and capture a larger share of the expanding AI semiconductor market. The next several quarters will be critical as these discussions move closer to commercial decisions.

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The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.