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K
Except Tesla volumes will never be Apple volumes.
And Intel didn't have a foundry business at that point in time.
Jul 28, 2025
Samsung to produce Tesla's next-gen AI chips in $16.5b foundry breakthrough
Record deal signals trust in Samsung’s 2nm tech amid race...
Jul 28, 2025
K
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
The NOT TSMC Market is alive and well..... :cool:
Jul 28, 2025
Perhaps Elon's long-term aim is running for governor of Texas, with his new political party! Texas is important for DT and his...
Jul 28, 2025
It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!
Jul 28, 2025
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 28, 2025
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
G
Why would Lip Bu mention the risk to 14a in earnings? He’s a smart industry leader. What is the upside to shareholders, customers, or...
Jul 28, 2025
I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Jul 28, 2025
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
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...
Jul 28, 2025
S
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
user nl replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.Samsung to produce Tesla's next-gen AI chips in $16.5b foundry breakthrough Record deal signals trust in Samsung’s 2nm tech amid race...
Like.
Unfortunately this is the story of how Intel lost it's Foundry business. The same exact thing happened when Otellini wasn't willing to...
Daniel Nenni replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!