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A
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Jul 28, 2025
F
Practically Tesla's fab now. Maybe they can handle the tool installations from the very beginning!
Jul 28, 2025
F
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
F
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
F
Except Tesla volumes will never be Apple volumes.
And Intel didn't have a foundry business at that point in time.
Jul 28, 2025
F
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
F
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
S
As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
Jul 28, 2025
S
Until recently, Intel had always replaced older nodes with newer nodes, so many of those "pure profit" nodes have long since been...
Jul 28, 2025
S
AMD beat Intel because they shifted to the fabless business model. AMD didn't want to do this at first, but their hand was forced. I...
Jul 28, 2025
S
I can't know what goes on behind the scenes. But it strikes me quite awkward. Intel is not TSMC and to this point it has not been...
Jul 28, 2025
S
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
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
S
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
Like.
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...