This is quite an interesting situation and we have to wait and see how much of Samsung’s total silicon manufacturing revenue will the Chinese clients contribute. That specific information should come in any of the next earnings calls if the company chooses to disclose it.
Chinese IC designers have been left without reliable silicon manufacturers for some time now, as the US administration has imposed a ban on all Chinese manufacturers. That resulted in them having to gain the approval of the US administration to use any US-made technology for the production of Chinese goods. In light of that situation, Chinese clients have begun searching for a new place to manufacture their silicon. According to the report from DigiTimes, their sources indicate that Chinese clients are supposedly having an increased interest in Samsung’s silicon manufacturing. The company has seen a surge in chip orders for its 14 nm node, with a report saying that Chinese customers are looking at even larger nodes as well.