According to ZDNet, South Korean developers of AI processors that used to make chips at Samsung Foundry are turning to TSMC as they roll out their next-generation processors. The website says that the companies are diversifying their supply. However, these chip designers adopt TSMC's production nodes instead of Samsung Foundry's technologies while still producing their previous-generation chips.
The list of companies that preferred TSMC's production nodes over Samsung Foundry's manufacturing processes reportedly includes at least three companies: DeepX, FuriosaAI, and Mobilint. ZDNet claims that companies are choosing different foundries for different processors in a bid to optimize performance and reduce risks. Yet, while this may be true in some cases, it does not seem to be the case in others.
