AI demand chokes TSMC, gives Samsung opening

Samsung Electronics is emerging as a potential beneficiary of a tightening supply crunch at TSMC, as surging demand for artificial intelligence chips pushes the industry leader’s most advanced capacity to its limits through 2028. According to industry sources Monday, TSMC is effectively fully booked for the coming years, with orders for its cutting-edge 2-nanometer process flooding in from major customers including Nvidia, AMD, Qualcomm and Apple.