Many of you are familiar with TSMC, Taiwan -based foundry, which has a market share of 67.6 % in the contract chip manufacturing industry. Its list of clients looks like who is the texy leaders. Apple is its largest client, and also produces chips for companies like TSMC Nvidia, AMD, Qualcomm, Mediatek, Sony, and Broadcom. Its high competition is the Samsung Foundry, but the latter declaring TSMC rivals is equivalent to calling San Jose Shark’s rivals to the backback Backback Stanley Cup champion Florida Panthers.
See a $ 16.5 billion contract with some Tesla as the beginning of the Samsung Foundry’s return
The next day, we told you about the first symbol, which shows that the Samsung Foundry can start changing. Tesla ordered an order for $ 16.5 billion chips, and the deal continues until 2033. But there is a huge difference to fill Samsung as it has 7.7 % of the market share with TSMC about 6,000 twenty points. The Samsung Foundry is facing serious problems with low production, which can increase the prices of chips sold to customers.
The Samsung Foundry has recently announced a $ 16.5 billion deal with Tesla to make her AI6 chip. | Image Credit-X
The production of a foundry is distributed to the maximum number of utilized chips that could be done on silicon waifer. Low production means that the user has to pay a higher price to get the number of excessive unhealthy chips. With its weight loss, many people in the industry wondered howThe Samsung Foundry can find a new user, and will sell the Samsung unit.
Although Intel’s experience to create a contract chip manufacturing unit to challenge TSMC and Samsung is not paid as expected, Intel is still moving forward with the preparation of advanced chips. But most of these ingredients will use Intel. So far, Intel Foundry Services (IFS) has been a huge flop as the company has major outdoor users zero and the market share of the foundry is not in the top ten globally. In worse matters, Intel is losing a huge amount of money. He has even written millions of Litc Litc Litcs of goods purchased, but it is of no use.
With construction delays in Ohio, and reducing the cancellation of projects in Germany and Poland, it is difficult to understand why some analysts still see Intel as a reasonable alternative to TSMC. The Wall Street Research Firm, Burnstein, says the Samsung Foundry is the only logical choice for TSMC to become an alternative.
In a note to his clients, after announcing a $ 16.5 billion contract between Burnstein, Samsung Foundry and Tesla, he wrote, “The world needs a leading scholarly semiconductor producer in addition to TSMC, and that Samsung is in a better position than Intel’s alternative.” Burnstein says the contract announced for AI6 customs designed for Tesla will result in an annual income of $ 2 billion $ 2.5 billion. For the length of the contract, the research firm says the contract will contribute only $ 8 billion to the Samsung Foundry’s income.
The Samsung Foundry Tesla Agreement could exceed $ 16.5 billion
But it is not necessary to have bad news for the Samsung Foundry. Burnstein says the contract with Tesla is cost with Samsung, which is less than US $ 16.5B. “But the Wall Street firm notes that Tesla’s CEO Elon Musk says the potential price of the contract could be” much more “than that, in addition, in addition, in addition, the potential price of the deal could be several times higher.
Burnstein says a $ 16.5 billion deal with Tesla could increase the Samsung Foundry revenue by 30 % to 40 % and should improve the Samsung Foundry’s profitability. The Wall Street Research Firm says the fiber of the Samsung Foundry in Texas Taylor is currently operating with low capacity. This deal should help grow Fab business ..
As far as the TSMC will be in the light of the agreement between Tesla and the Samsung Foundry, “Burnstein says” TSMC is not impacted. ” The research firm estimates that the amount of income generated for TSMC is very low.
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