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Wire · operational-macro

Samsung ramps up foundry push as TSMC faces capacity crunch

17 September 2026 · By · Wire by Fusion42

Published

17 September 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Asia-Pacific

◆ Source

Read at pulse.mk.co.kr →

◆ Verified

Fusion42 · 17 September 2026 · Fusion42 review

Samsung Electronics is intensifying its foundry business by hiring sales staff in California to capture customers from TSMC, which faces capacity constraints for advanced chip production. Samsung has secured 2-nanometer projects with major cloud and AI computing firms and is cooperating with Broadcom to boost foundry orders amid surging demand for AI chips.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Samsung's push into advanced foundry capacity opens a new path for chip designers stuck on TSMC's waiting list. You need to consider splitting production to manage risks and capture spillover orders from hyperscalers and AI chip customers.

◆ Coverage

1 source · 17 Sep 2026

◆ Related on Wire

◆ Topics

Semiconductorssamsungtsmcchip-foundrycapacity-crunchai-chipsbroadcom