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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's chip division has finally received another major order. Tesla is having the AI6 processor manufactured there.
Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025.
Samsung Electronics said a trade deal that will see Washington charge 15% tariffs on imports from South Korea reduces ...
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