Samsung Electronics may be the winner of the supply crunch at TSMC, as orders for TSMC’s advanced 2nm production are booked through 2028, which could send overflow to Samsung Foundry, media report, which has won key orders from Nvidia, Tesla recently, and raised 2nm yields to about 60%. The chip giant’s P5 facility in Pyeongtaek will be its first ‘triple fab’ with 3-floors and up to 12 cleanrooms, and is expected to be used for memory and logic (foundry) production. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF $NVIDIA(NVDA.US) $Apple(AAPL.US) #Samsung #semiconductors

Source: Dan Nystedt