Samsung’s contract chipmaking business has struggled to secure big US customers.

The South Korean electronics group revealed last month that the value of its exports to China jumped 54 percent between 2023 and 2024

According to the consultancy SemiAnalysis, Samsung is the “biggest supplier of HBM into China,” which is used in Huawei’s Ascend 910 series of AI chips.

The South Korean group’s contract chipmaking business also partnered with Kunlun to produce the Core P800, an AI chip released in February that also incorporates Samsung HBM.