Samsung Foundry
No. 2 leading-edge foundry, first to GAA at 3nm
Samsung Foundry is the primary structural competitor to TSMC at the leading edge and was first to ship gate-all-around (GAA/MBCFET) transistors at its 3nm node. It struggles with yield and customer trust relative to TSMC, but retains strategic importance as the only alternative leading-edge source outside Taiwan and it fabricates its own Exynos and some AI silicon. Its Taylor, Texas fab (delayed into 2026) targets 2nm-class production and won a Tesla AI6 chip deal in 2025.
Leading node
SF3 (3nm GAA); SF2 (2nm) ramping
Taylor, TX fab
~$37B, production slipped to 2026
2025 win
Tesla AI6 inference chip (~$16.5B)
How it fits the stack
Samsung Foundry with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Samsung Foundry in the AI stack. Samsung Foundry with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 10 entities, 10 relationships
- Samsung Foundry —supplies→ Applied Materials
- Samsung Foundry —supplies→ ASM International
- Samsung Foundry —depends on→ ASML Holding
- Samsung Foundry —supplies→ ASML Holding
- Samsung Foundry —uses→ EUV Lithography (13.5nm)
- Samsung Foundry —supplies→ KLA Corporation
- Samsung Foundry —supplies→ Lam Research
- Tenstorrent —depends on→ Samsung Foundry
- Samsung Foundry —partners with→ Samsung Electronics (Memory)
- Samsung Foundry —invests in→ CHIPS and Science Act
Depends on ↑ · 13