Samsung Foundry is on a roll. A wave of high-profile wins with Apple, NVIDIA, and Tesla signals that the chipmaking division is breaking into the mainstream and positioning itself as a credible alternative to the industry leader. These new partnerships not only lift capacity utilization across both advanced and mature nodes, they also help trim operating losses and set the stage for even more marquee customers.
With so many foundry orders historically concentrated in one place, major clients are now diversifying their supply chains to reduce risk. That shift plays directly into Samsung’s strengths. As the only company besides the market leader pursuing production at the 2-nanometer level, Samsung is increasingly on shortlists for next-generation designs and strategic second-source plans.
Recent wins highlight that momentum. Samsung has secured an order from Apple to develop next-generation image sensors for future devices, including upcoming iPhones. It is also producing NVIDIA’s Tegra T239 SoC on its 8nm process, a chip used in the Nintendo Switch 2, which meaningfully boosts utilization of Samsung’s mature-node capacity. On top of that, Tesla has placed orders for its AI5 and AI6 chips, underscoring growing interest from Big Tech in Samsung’s foundry roadmap.
Samsung’s expansion in the United States adds more fuel to its ambition. The company plans to bring 2nm production to its Taylor, Texas facility in the coming years, while also ramping investment in advanced packaging services for domestic customers. Together with broader onshore manufacturing efforts across the industry, this push aligns Samsung with the needs of external clients and strengthens its competitiveness against other top-tier chipmakers.
The takeaway is clear: high-impact customer deals, deeper U.S. manufacturing roots, and credible 2nm progress are converging to improve Samsung Foundry’s financials and accelerate new partnerships. If execution stays on track, expect stronger utilization, reduced operating losses, and a growing share of advanced chip designs in the months ahead.
