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T
That's interesting
Jul 28, 2025
C
Yes, this is what I meant about Tesla wanting a lot of control over how suppliers do things. They will send their engineers to supplier...
Jul 28, 2025
T
Except Tesla volumes will never be Apple volumes.
And Intel didn't have a foundry business at that point in time.
Jul 28, 2025
T
TSMC can't afford to make Tesla products, so I think Tesla just chose Samsung.
Simply TSMC is incredibly busy
It has no political meaning
Jul 28, 2025
S
Techinsights has a new Mate 70 Series report out. I have requested a copy:
https://bit.ly/3BoS9rt
Jul 28, 2025
T
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
T
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
A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant
After a decade overseeing DRAM processes...
Jul 28, 2025
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
K
And with robots tesla made.
Jul 28, 2025
K
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
A
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
A
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
A
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
A
Perhaps a nice move by TSMC to let the world "know" they are not running a (quasi)-monopoly ;) Samsung is taking business from them!
Jul 28, 2025
Like.
Except Tesla volumes will never be Apple volumes. And Intel didn't have a foundry business at that point in time.
Daniel Nenni posted the thread Why Samsung is losing its top talent to SK Hynix in SemiWiki Main Forum ( Ask the Experts! ).A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant After a decade overseeing DRAM processes...
user nl reacted to Daniel Nenni's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with