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"Samsung's Texas Fab Is One Step Ahead of tsmc"... What's Musk's Motive Behind Praising Samsung Foundry? [Vice President, Small Business Administration]
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[Digital Daily Reporter Bae Tae-yong] "Samsung's Taylor, Texas fab is one step ahead of TSMC." Tesla CEO Elon Musk made these remarks during a recent conference call following Tesla's third-quarter earnings announcement. While it was just one sentence, it is being evaluated as igniting a delicate competition for global AI semiconductor leadership. This remark signals a shift in the supply structure for the AI5 chip, previously believed to be pro…
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