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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's chip division has finally received another major order. Tesla is having the AI6 processor manufactured there.
The trillion-dollar club got a little bit smaller over the last few weeks. Tesla (TSLA -5.03%), Broadcom (AVGO -3.87%), and Taiwan Semiconductor Manufacturing (TSM -0.72%) all got the boot as part ...
Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025.
Tesla shares are trading marginally lower Tuesday afternoon. Investors continue to weigh the company's long-term artificial ...
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