TSMC ranks 6 on the AI Infra 100 with a score of 100; Samsung Electronics ranks 33 with 93. TSMC is ahead on technology and positioning. Level on deployment, production, commercials, progress, firepower and leverage. Samsung Electronics is based in Suwon, South Korea, TSMC in Hsinchu, Taiwan. Samsung Electronics is named in 470 signals and TSMC in 603.
Samsung Electronics makes chips as a foundry, including AI accelerators for Rebellions, Tenstorrent, Groq and Tesla, and produces HBM4 memory and advanced packaging.
Darker bar: ahead of the other company on that measure.
The only company that is both a top-three HBM and DRAM supplier and a leading-edge foundry (2nm, Tesla and HBM base dies); the second pole of the memory bottleneck and the main alternative to TSMC for customers who cannot get CoWoS or wafers.
470 signals name Samsung Electronics.
146 facts on file.
TSMC is a leading semiconductor foundry that manufactures advanced logic chips for customers including Apple, Nvidia, MediaTek and Xiaomi across leading-edge process nodes.
Darker bar: ahead of the other company on that measure.
The foundry that manufactures nearly every leading AI accelerator (Nvidia, AMD, Broadcom TPU, Amazon, Microsoft custom silicon) and controls more than 90% of CoWoS advanced packaging, the single tightest chokepoint in the chain; roughly 72% of the global foundry market.
603 signals name TSMC.
149 facts on file.
TSMC ranks 6 on the AI Infra 100 with a score of 100; Samsung Electronics ranks 33 with 93. TSMC is ahead on technology and positioning. Level on deployment, production, commercials, progress, firepower and leverage. Samsung Electronics is based in Suwon, South Korea, TSMC in Hsinchu, Taiwan. Samsung Electronics is named in 470 signals and TSMC in 603.
TSMC ranks 6 on the AI Infra 100 with a score of 100; Samsung Electronics ranks 33 with 93. TSMC is ahead on technology and positioning. Level on deployment, production, commercials, progress, firepower and leverage. Samsung Electronics is based in Suwon, South Korea, TSMC in Hsinchu, Taiwan. Samsung Electronics is named in 470 signals and TSMC in 603. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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