TSMC's production capacity is insufficient, and Samsung Electronics' OEM business generated 6.9 trillion won in revenue in the first quarter

According to informed sources cited by the media, due to the demand for artificial intelligence infrastructure exceeding TSMC's production capacity, Samsung Electronics has obtained chip foundry orders from Google, AMD, and Tesla. Samsung Electronics' foundry and system LSI business generated a total revenue of 6.9 trillion Korean won, approximately 3077.4 million US dollars, a year-on-year increase of about 15% in the first quarter.