Tech Giants Turn to Samsung as TSMC Faces Capacity Crunch in AI Chip Race

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.