News

Tesla’s Samsung order shift unlikely to hurt TSMC: Morgan Stanley

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.

Tesla switches from Samsung to TSMC back to Samsung

Samsung's chip division has finally received another major order. Tesla is having the AI6 processor manufactured there.
TweakTown3d

Samsung to make 2nm Tesla AI6 chips at a loss, considers the order a 'blessing in disguise'

Samsung's huge $16.5 billion order for Tesla 2nm chips will be a 'loss-making order' but the semiconductor firm takes it as a ...
NextBigFuture1d

Samsung Megadeal Lets Tesla AI6 Chip Compete Equally Against Nvidia

Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025.

Tesla (TSLA) Signs $16.5B AI Chip Deal With Samsung—Musk Calls It “Hard to Overstate”

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks in the Spotlight Today. On July 28, Tesla announced that it had signed a ...
DATAQUEST3d

Samsung to produce Tesla’s AI6 chips, escalating 2nm race with TSMC

Samsung and Tesla had been in talks over the partnership for some time, and the recent formal agreement signals early ...

Samsung profit drops 55% as chip delays, trade tensions weigh on business

Samsung Electronics just scored a $16.5 billion deal with Tesla tied to its Austin-area chip fab. Samsung is relying on the ...