Jul. 7 at 2:45 AM
Samsung Foundry's medium- to long-term order backlog is approaching ₩50T
A major driver is the landmark ₩23T multi-year contract secured from
$TSLA to fabricate its next-gen AI6 chips w/ mass volume scaling heavily supported by Samsung’s facility in Taylor, Texas
Adding to this momentum,
$META has selected Samsung’s advanced 2nm process for its 3rd-gen MTIA chips—a massive shift from
$TSM, which fabricated the first 2 gens - valued at over ₩10T, Meta’s pivot is driven by severe capacity constraints at TSMC, where major priority clients like Apple, Nvidia, AMD, &Broadcom have booked out available supply
Other high-profile wins fueling the backlog include automotive chip orders from BYD & custom AI ASIC orders from Anthropic. Chip requests have come from
$GOOGL &
$AMD
Note: Samsung's 2nm (SF2/SF2P) yields have progressed aggressively, w/ the performance-optimized SF2P node already breaching the critical 70% yield threshold. While still facing a mature TSMC ecosystem, this yield stability has allowed Samsung to transition into an allocation-based order system for premium clients
