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Samsung Foundry SUPPLY CHAIN TRACE

FOUNDRIES🇰🇷 South Korea · 005930 · KRX

Samsung Foundry is the world's second-largest contract chipmaker and the only credible alternative to TSMC for leading-edge chip production, competing at 3nm with its gate-all-around process. It is investing heavily in a new fab in Taylor, Texas under the CHIPS Act, targeting 2nm production by 2026 as it bids to recapture customers including NVIDIA. Yield challenges at 3nm have allowed TSMC to consolidate its lead, but Samsung remains essential as the only viable backup for the world's most advanced chips.

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UPSTREAM — SUPPLIERS

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies EUV machines to

Tokyo Electron

Leading maker of etch and deposition equipment

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EQUIPMENTsupplies etch/deposition tools to

Applied Materials

Largest semiconductor equipment maker by revenue

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EQUIPMENTsupplies CVD/PVD tools to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies inspection tools to

Lam Research

Leading supplier of etch and deposition equipment

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EQUIPMENTsupplies etch tools to

Shin-Etsu Chemical

World's largest silicon wafer supplier

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

Graphite (CN)

Dominant graphite producer for semiconductor crucibles, furnace components, and SiC substrates

Chokepoint🇨🇳
RAW MATERIALSsupplies high-purity graphite components to

Sumitomo Chemical

Key supplier of EUV photoresist and compound semiconductors

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MATERIALSsupplies EUV photoresist to

Tungsten (CN)

Dominant tungsten producer for chip metallization contacts and tooling

Chokepoint🇨🇳
RAW MATERIALSsupplies W for contact metallization to

Germanium (CN)

Dominant germanium producer for SiGe transistors and fiber-optic preforms

Chokepoint🇨🇳
RAW MATERIALSsupplies Ge for SiGe epitaxy to

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

JSR Corporation

Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023

Chokepoint🇯🇵
MATERIALSsupplies EUV/ArF photoresist to

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

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MATERIALSsupplies CMP slurries and process chemicals to

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

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EQUIPMENTsupplies wafer cleaning systems to

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

Chokepoint🇯🇵
EQUIPMENTsupplies batch ALD/CVD furnaces to

↓ all supply to Samsung Foundry ↓

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~15% advanced nodes
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↓ Samsung Foundry supplies to ↓

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERShistorically fabricated Ampere GPU dies for (moved to TSMC)

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERShistorically fabricated RDNA1 GPU dies for (AMD moved to TSMC)

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSfabricates some Snapdragon dies for

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSfabricates some networking chip dies for

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

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CHIP DESIGNERSfabricates some ASIC dies for

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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OSAT / PACKAGINGships bare dies to OSAT for packaging

Amkor Technology

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

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OSAT / PACKAGINGships bare dies to OSAT for packaging

Baidu

China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider

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CLOUD PROVIDERSfabricates Kunlun AI chip dies for

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Samsung Foundry's role in the AI chip supply chain?

Second-largest advanced foundry, competing at 3nm

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