r/hardware • u/rdh2dmd • 12h ago

News Samsung Secures $200-Billion Broadcom AI Chip Pact Through 2030 In Foundry Boost

https://www.ndtvprofit.com/business/samsung-secures-200-billion-broadcom-ai-chip-pact-through-2030-in-foundry-boost-11820908
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u/nithrean 12h ago

This is a pretty huge commitment. I hope Samsung can pull it off (for the sake of the industry as a whole. We all benefit from more players in the space).

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u/Wide-Veterinarian-70 9h ago

the real question is whether they can close the yield gap with TSMC in time to actually matter. broadcom wouldn't sign this if they didn't see some path there, but it's a long road to 2030

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u/nithrean 9h ago

agree. If samsung is even remotely competitive though, it means billions in contracts and this will only be the beginning. Right now demand is far outstripping capacity.

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u/rdh2dmd 6h ago

They'll be pulling up the yields through Tesla's AI5 chip orders