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LG Taps Samsung Foundry for AI Home Chips, Bypassing TSMC in Korea-Backed Deal
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Fusion42 · 1 September 2026 · Fusion42 review
LG Electronics is partnering with Samsung Foundry for the manufacture of two ultra-low-power AI IoT chips for smart home appliances, bypassing TSMC despite longstanding competition and prior reliance on TSMC. This move is part of South Korea's government-backed semiconductor program aiming to align chip design and manufacturing in AI devices within the country.
This Wire brief sits within Fusion42's coverage of AI & ML.
◆ ◆ The Wire takeaway
LG's choice to manufacture AI chips with Samsung Foundry shifts supply chains toward domestic Korean semiconductor collaboration, opening a new avenue for you if you supply design or manufacturing tools in the Samsung ecosystem. This alignment also signals that chip designs tuned for Samsung's process will create dependencies that could lock future smart home AI silicon supply to Samsung's foundry.
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1 source · 1 Sep 2026
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