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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 will produce AI6 semiconductors, the next-generation chip, for Tesla’s self-driving mode and other projects.
Samsung's chip division has finally received another major order. Tesla is having the AI6 processor manufactured there.
Samsung's huge $16.5 billion order for Tesla 2nm chips will be a 'loss-making order' but the semiconductor firm takes it as a ...