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I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Jul 28, 2025
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
S
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
S
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
F
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 28, 2025
F
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
M
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
Come to think of it, in the paper of Moore, the origin that became the law of Moore, foreseen the occurrence of chiplets.
It is in the...
Jul 28, 2025
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 28, 2025
X
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
X
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
X
I knew that Samsung gave very very good terms for Tsla's Hw3 manufacturing, even though it was a fairly small business initially.
The...
Jul 28, 2025
C
Knowing how Elon/Tesla works, it was probably a combination of price and control. Tesla will strong arm it's suppliers and wants a lot...
Jul 28, 2025
C
I think being the CEO of Cadence, a leading EDA firm, counts. The foundry business would not be possible without the EDA business, they...
Jul 28, 2025
user nl replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Daniel Nenni reacted to Xebec's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with
Like.
A little more on perhaps why Samsung: Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...