According to a Trendforce report (via Reddit, source), Samsung Foundry is reportedly in talks with Chinese automakers...

According to a Trendforce report (via Reddit, source), Samsung Foundry is reportedly in talks with Chinese automakers including BYD to produce 2nm and 4nm autonomous driving SoCs. If confirmed, this would represent a significant design win for Samsung's advanced nodes, particularly as it seeks to recover market share from TSMC. The autonomous driving market is a key growth area for AI-infra semiconductors, and Chinese carmakers are large-volume customers. However, the report is unconfirmed and originates from a single source, hence low confidence. A win would bolster Samsung Foundry's order book and validate its GAA technology for high-performance automotive AI chips, positively impacting Samsung's foundry revenue outlook. Spillover effects may include competitive pressure on TSMC and opportunities for NVIDIA and AMD if they supply AI accelerators for the same platforms.