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This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of California. It was a COVID and tax problem.
“California used to be the land of opportunity... now it’s become more so the land of overregulation, overlitigation...
Elon Musk confirms Tesla has signed a $16.5 billion chip contract with Samsung Electronics
Key Points
- Elon Musk confirmed Tesla had signed a $16.5 billion chip contract with Samsung.
- Samsung did not name the counterparty but said that the effective start date of the contract was July 26...
File Image
On Monday, Samsung Electronics said it has signed a contract valued at $16.5 billion to supply semiconductors to a major global corporation.
When Was The Contract Chip Deal Signed?
In the regulatory filing, it stated the contract chip manufacturing deal was signed on Saturday. It...
Japan's Economic Revitalization Minister Ryosei Akazawa looks on during a press conference after meeting U.S. Secretary of the Treasury Scott Bessent, at Expo 2025 in Osaka, Japan, July 19, 2025. REUTERS/Kim Kyung-Hoon/File Photo, Kim Kyung-Hoon
By Makiko Yamazaki
TOKYO (Reuters) -Japan's $550...
Samsung and yield do not seem to go together. Given that Samsung competes with customers on a full range of products SK Hynix is the natural first choice. Thus the TSMC and Hynix close relationship. I hope Micron can speed things up a bit so they will be a close second choice.
I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There are 190 other countries to partner with. That way the US can control the world of AI!
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A. Jensen and Lip-Bu are well acquainted. Nvidia is a big customer of Cadence. Jensen keynoted at the last Cadence Live Conference here in Silicon Valley and...
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best fit. They could get a better deal with IFS than TSMC right now and Apple writes some VERY big checks. Remember, Apple tried to use Intel before they went to...
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my reclining years. My grandchildren will probably never have to learn to drive. Just tell your watch that you need a ride from A to B and skip car ownership completely...
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I wanted to touch on eighteen a and fourteen a. So you said eighteen a would be supplying the next three generations of Intel products. So I guess that’s 2026, ’27...
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does not partner on 14A, Intel could always go fab light. Continue 14A development but utilize existing fabs for manufacturing while outsourcing to TSMC when...
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me Apple? :ROFLMAO:
"14A will require confirmed customer commitments in terms of yield, performance, and volume before any CapEx is allocated. We will build what...
as reported on July 24, 2025, STMicroelectronics has announced it will acquire NXP Semiconductors’ MEMS sensor business for up to US $950 million in cash. Communications Today+14Reuters+14WebDisclosure+14
Key Details of the Acquisition
Price Structure:
US $900 million paid upfront
US $50...
Microsoft CEO channels inner Fallout boss to say 9,000 layoffs are no big deal because "we're investing more," then AI brain hits: "Imagine if all 8 billion people could summon a researcher, an analyst, or a coding agent at their fingertips.
Weeks after Microsoft insiders claimed the company...
