Samsung Electronics is receiving a surge in advanced chipmaking requests from Google, AMD, BYD, and Tesla.
Market leader Taiwan Semiconductor Manufacturing Co. (TSMC) currently faces production capacity constraints due to the global AI chip boom.
Potential orders include Google's next-generation Axion and TPU chips alongside future AMD CPUs. BYD is also exploring Samsung's foundry for autonomous driving semiconductors.
The shift highlights a broader industry move to diversify supply chains. Tech giants aim to mitigate geopolitical risks and reduce reliance on a single manufacturer.