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Tesla’s decision to shift some semiconductor orders to Samsung (KS:005930) starting in 2027 is unlikely to have a major impact on TSMC’s earnings or valuation, according to Morgan Stanley.
Samsung will produce AI6 semiconductors, the next-generation chip, for Tesla’s self-driving mode and other projects.
Samsung and Tesla had been in talks over the partnership for some time, and the recent formal agreement signals early ...
Tesla shares are trading marginally lower Tuesday afternoon. Investors continue to weigh the company's long-term artificial ...