Global tech firms shift to Samsung Foundry as TSMC’s advanced chip capacity falls 3x short of AI-driven demand. Apple, NVIDIA book most 2nm lines; Samsung’s cheaper SF2 2nm attracts Meta (MTIA), AMD (EPYC Venice, MI450), Qualcomm (Snapdragon). Tesla’s $16.5B deal, Apple’s sensors boost Samsung amid TSMC shortages through 2026.
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Tech Giants Turn to Samsung as TSMC Faces Capacity Crunch in AI Chip Race
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