Samsung Lands A $200 Billion Chip Deal Aimed At TSMC's Crown

On July 24, 2026, Samsung Electronics and Broadcom signed an agreement worth more than $200 billion over five years, running through 2030. It was announced at an AI summit in San Francisco and covers two distinct parts of the chip business.

On the memory side, Samsung will supply Broadcom with next-generation high-bandwidth memory, the HBM4 and HBM4E chips that AI accelerators depend on. On the manufacturing side, Samsung will build Broadcom's chips on its most advanced 2-nanometer process at its plant in Pyeongtaek, South Korea, and handle the advanced packaging that assembles them.

In plain terms, Samsung is not just selling Broadcom parts. It is making Broadcom's chips end to end, from the memory to the manufacturing to the final assembly, in one bundled arrangement.

The deal is a memorandum of understanding, meaning it states firm intent rather than a locked contract, and it sits inside a roughly $950 billion Korea-U.S. semiconductor cooperation package.

Palantir’s 1,540% vs 32,481% Company No One’s Talking About

Anyone who invested in Palantir at its IPO in 2020 could be sitting on nearly 1,540% gains right now.

But that great return is already in the past, and the stock is now one of the S&P 500’s most expensive.

And while Palantir was climbing on the back of your public information, another company was redefining big data.

Mode Mobile has already delivered 32,481% revenue growth before even going public.

Mode has:

Mode’s model pays users for their screen time and turns Big Tech’s free data mining play into a cash-generating engine for everyone.

Palantir now trades at ~85× forward earnings, which means Wall Street has already priced in massive expectations.

But Mode?

Still private.

That means the market hasn’t had its say yet.

Right now, investors can get Mode Mobile shares at early-stage pricing.

When the Nasdaq ticker potentially goes live, that window could close fast.

60,000+ shareholders have already invested over $100M in Mode, and pre-IPO shares are still available at $0.52/share.

But the opportunity to get in on that price closes on August 14.

Palantir’s moment has passed.

Mode’s may just be starting.

⏰ Last chance to invest at $0.52/share – price changes 8/14.

Samsung is one of the world's largest chipmakers, long dominant in memory but a distant second in the contract-manufacturing business known as foundry, where companies build chips designed by others. That market is ruled by Taiwan's TSMC.

The gap is about trust more than machines. Investors have doubted Samsung can match TSMC at the most advanced processes, which is why its chip division has struggled to command premium value. A single $200 billion customer is a direct answer to that doubt.

Broadcom, for its part, designs the custom AI chips that companies like Google use instead of Nvidia's. It wants a manufacturing partner beyond TSMC to reduce its dependence on one supplier, which is exactly what Samsung is offering.

The value is validation, not just revenue. Samsung's 2-nanometer process needed a marquee customer to prove it works at scale. Broadcom is that proof, and proof is what convinces the next wave of buyers to sign.

Bundling memory, manufacturing, and packaging into one deal also raises the stakes. It turns Samsung from a parts supplier into a full-service chipmaker, the role TSMC occupies, and that is where the durable profits sit.

The pattern is already building. Samsung has recently won work from Tesla, AMD, and Google, and a $200 billion Broadcom commitment turns a string of wins into a credible claim that it can compete for the industry's hardest jobs.

The number is enormous, but it is an MOU, a statement of intent, not a binding contract. The real test is manufacturing: Samsung's 2-nanometer yields, the share of chips that come out usable, are reportedly still below the level needed for full mass production. If yields lag, the commitment does not convert into delivered chips.

TSMC also is not standing still, and it retains the trust of most leading chip designers. Winning one large customer narrows the gap but does not close it, and Samsung has announced ambitious foundry deals before that were slow to translate into steady volume.

The deal matters because it signals that the AI boom is reshaping who makes the world's most advanced chips, and that Samsung is making a serious run at TSMC's lead. The real impact depends on whether Samsung can hit the yields to deliver, and whether an intent this large becomes actual production.

Disclosure: This content is for educational and informational purposes only and does not constitute investment advice or recommendations. You should always conduct your own research or consult a qualified financial advisor before making investment decisions.

Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
The gain figures are based on Palantir Technologies’ IPO in September 2020 and its share price as of August 4, 2026 close, using adjusted closing data from Yahoo Finance.
Please read the offering circular at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A Offering.
*Mode cumulative revenue includes full year revenue of businesses acquired in 2025.