Jan. 05, 2026 –
Will Samsung emerge as an alternative to TSMC for manufacturing NVIDIA chips? A recent move by Team Green has raised that possibility. According to Commercial Times, AI chip startup Groq has entered into a non-exclusive licensing agreement with NVIDIA, with key members of the Groq team joining NVIDIA to help advance the licensed technology. Given Groq’s close foundry partnership with Samsung, industry sources say this development implicitly suggests that NVIDIA may be exploring a second foundry supplier—potentially challenging TSMC’s long-standing dominance in NVIDIA’s manufacturing supply chain.
Recently, Groq announced that it has entered into a non-exclusive licensing agreement with NVIDIA covering its inference technology. The financial terms were not disclosed, CNBC notes, although CNBC adds that NVIDIA has agreed to acquire assets from Groq for US$20 billion in cash, according to Alex Davis, CEO of Disruptive, who led Groq’s latest financing round in September.