Big tech companies are starting to diversify their advanced chip supply chains after TSMC decided to raise wafer prices by as much as 10% starting in 2027, according to the Korean article. The move has put Samsung Electronics forward as the main alternative in the 2-nanometer and below foundry market.
The article says Qualcomm, Meta and Amazon are among the companies looking at a dual-sourcing strategy, while Broadcom and other major customers have turned to Samsung because of its one-stop capability as an integrated device maker. Samsung’s “turnkey” model combines memory, foundry and advanced packaging in one system, which the article says can shorten development time and improve power efficiency.
The turnaround also appears to be tied to Samsung’s manufacturing progress. The article says Samsung’s 2nm process yield has recently risen to more than 60%, up from the 20% range in the second half of last year, which is seen as a key step toward stable mass production.
The shift could help Samsung narrow the gap in the high-end foundry market, where TSMC has long dominated. For American readers, foundries are companies that manufacture chips designed by other firms, and 2nm refers to one of the most advanced process nodes used for next-generation AI and mobile chips.
