Large orders for artificial intelligence and autonomous driving chip foundry are concentrated in TSMC, while Samsung fails to get a share of the pie

Drive China News on July 3, 2023, according to Korean media BusinessKorea, Nvidia’s A100 and H100 chips are currently all produced by TSMC, while Samsung has failed to win any orders. This is mainly because TSMC’s CoWoS advanced packaging technology is in a leading position.

The core products of companies such as Nvidia, Apple and AMD currently rely on TSMC’s advanced processes and packaging technologies. Even if Samsung successfully mass-produces 3nm process wafers in 2022 and leads TSMC, global leading companies such as Nvidia and Apple still want to use TSMC's production capacity. Currently, TSMC has almost a monopoly on all large-scale chip foundry orders related to artificial intelligence and autonomous driving.

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