Samsung-Tesla Deal Marks New Chapter in Mission to Challenge TSMC's Dominance

Elon Musk Agrees With Cathie Wood: Tesla Is 'Largest AI Project' On Earth Amid Robotaxi Vision, Samsung Chip Deal Buzz - Samsung Electronics Co (OTC:SSNLF), Tesla (NASDAQ:TSLA)

Cathie Wood called Tesla the "largest AI project on Earth," projecting up to $10 trillion in autonomous taxi revenue, as Elon Musk doubled down on Tesla's robotaxi vision and Samsung partnership to build next-gen AI chips.

Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance

Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge the current market structure, but whether it can establish a stable alliance akin to TSMC and Apple has become a major point of attention.

Samsung Foundry Expected to Witness Strong Growth Toward Year-End, Catalyzed by the Massive Tesla Deal, as the Firm Sees a Significant Rise in Operating Rates

Samsung Foundry is expected to see immense growth moving into the upcoming quarters, as the company's production lines are reporting a huge increase in utilization rates. Samsung's Chip Business To See a Massive Rebound, As Mature Nodes See Higher Adoption Rates The Korean giant has had a tough few quarters with the foundry division, especially since the massive investments didn't yield much return, leading to huge operating losses. However, it …

Samsung's $16.5B Tesla deal could make its foundry business — or break it

Samsung Foundry's $16.5 billion deal with Tesla could offer the chipmaker the revival it desperately needs, but apparent conditions considered unusual in the sector pose a risk of technology leakage or irreparable reputational damage.