AI需要の高まりでTSMCの生産能力が限界へ、Google・NVIDIA・AMD・テスラなどはSamsungを代替パートナーとして検討中

Livedoor.com - 2026年6月18日

AI需要の高まりでTSMCの生産能力が限界へ、Google・NVIDIA・AMD・テスラなどはSamsungを代替パートナーとして検討中

AIブームのあおりを受けて半導体需要が世界的に急増する中で、世界最大の半導体ファウンドリであるTSMCの生産能力が限界に達しつつあります。そこでGoogleやNVIDIA、テスラといった大手企業が韓国のSamsungを代替パートナーとして検討していると報じられました。Samsung's foundry is booming as TSMC struggles with demand - bags Nvidia, Tesla, and Qualcomm as new clients | TechSpothttps:…

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