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Summary of Samsung Foundry customer list detailed
Sunday, January 4, 2026 at 03:34 AM
A comprehensive summary of current customers utilizing Samsung Foundry for semiconductor production has been released, detailing the company's client base across various process nodes.
Context
Samsung is rapidly expanding its foundry footprint with a landmark $16.5 billion multi-year deal to manufacture Tesla’s next-generation AI6 chips. Production is slated to begin at the company's Taylor, Texas facility in 2026, signaling a major recovery in its contract manufacturing business. This partnership is anchored by the rollout of Samsung’s 2nm process, which will also power its own Exynos 2600 processor for the upcoming Galaxy S26 series.
As TSMC’s advanced capacity remains saturated by Apple and NVIDIA, other industry giants including Meta, AMD, and Qualcomm are pivoting toward Samsung to secure supply. The company’s 2nm yields have reportedly stabilized between 55% and 60%, bolstered by its early experience with Gate-All-Around (GAA) architecture. Combined with recent breakthroughs in HBM4 memory, these wins position Samsung to aggressively capture a larger share of an AI infrastructure market forecasted to hit $2 trillion by 2030.
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