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https://www.trendforce.com/news/2025/07/30/news-samsung-reportedly-mulls-further-taylor-expansion-after-tesla-deal-possibly-adding-advanc...
Jul 31, 2025
S
22/28nm business reaches record high, accounting for 40% of Q2 revenue
Second Quarter 2025 Overview:
Revenue: NT$58.76 billion...
Jul 31, 2025
S
The objective is to keep China hooked on US supply but permanently behind techwise.
Jul 31, 2025
S
So much for the idea the Chinese "need" nerfed US AI chips. If the government is doing this you can bet the Chinese have alternative...
Jul 31, 2025
S
BEIJING: China raised concerns over potential security risks in Nvidia's H20 artificial intelligence chip, casting uncertainty over the...
Jul 31, 2025
S
China flags concerns over potential security risks in Nvidia's H20 chips
BEIJING: China raised concerns over potential security risks...
Jul 31, 2025
V
Why do you need a translation? From the picture, you can clearly see that Samsung transports their wafers on carts like any other...
Jul 31, 2025
HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Jul 31, 2025
Source from Korean Media
https://dealsite.co.kr/articles/145410
Google translate:
"Recently, Samsung Electronics has taken advantage...
Jul 31, 2025
Translation please?
Jul 31, 2025
M
They already have perfect yields according to the Korean press, so 120% would be the next step..
Jul 31, 2025
M
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 31, 2025
M
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 31, 2025
Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing...
Jul 31, 2025
M
The Samsung 2nm PDK was a mess so this was not a PDK based decision. Tesla worked with both TSMC and Samsung on previous designs. I...
Jul 31, 2025
Like.
https://www.trendforce.com/news/2025/07/30/news-samsung-reportedly-mulls-further-taylor-expansion-after-tesla-deal-possibly-adding-advanc...
Daniel Nenni reacted to kevin01's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with