Details
📑 Record-Size Contract Manufacturing: Samsung will produce custom AI chips for Tesla through 2033, with a total volume of about $16.5 billion, according to a stock-exchange filing.📈 Market Reaction: The share price in Seoul jumped over 6 percent and hit its highest level in months. Investors are betting on fresh momentum in Samsung’s previously weak contract-manufacturing business.🔧 Joint Production in Texas: Tesla’s new AI6 chip design will be manufactured at the Taylor, Texas plant. Elon Musk announced that his team will work directly on the factory floor to boost both quality and output.⚔️ Pressure on TSMC: The mega-deal brings Samsung closer to the world leader—especially in two-nanometer technology—intensifying the competition for top-end AI chips.
Why It Matters
- Predictable Capacity for Samsung: The long-term contract will keep its fabs busy for years and stabilize chip-business revenues.
- Technological Edge for Tesla: Proprietary high-performance chips strengthen autonomy and accelerate the path to fully self-driving cars.
- Boost for US Industrial Policy: The multi-billion-dollar investment in Texas supports the “Chip USA” agenda, creates high-tech jobs, and fortifies domestic semiconductor infrastructure.
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