Source: Nikkei
Samsung's foundry business is gaining share from TSMC—securing design wins from Google, AMD, and automotive makers like BYD—because TSMC's 3nm and 5nm fabs are at capacity, not because Samsung's technology improved. This marks the first meaningful erosion of TSMC's advanced-node dominance in over a decade. Whether Samsung converts temporary overflow into permanent relationships before TSMC adds capacity in 2025-2026 will determine whether this shift sticks.