Global chip buyers shift to Samsung Electronics due to TSMC capacity constraints

Source:DigiTimes

02 — Who / Subject

BYD, Google, AMD, Tesla, Samsung Electronics, TSMC

03 — Where / Locus

Global

04 — When / Temporality

June 2026

Verified: June 17, 2026

05 — Why / Core Summary

"Global chip buyers including BYD, Google, AMD, and Tesla are turning to Samsung Electronics. TSMC's advanced production lines remain fully booked, driving the shift."

Conflict Analysis

AI demand and supply chain risks are reshaping the semiconductor manufacturing landscape.

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COMPAMIR

COMPAMIR

Global chip buyers shift to Samsung Electronics due to TSMC capacity constraints