Samsung Electronics OEM business has shown signing an AI chip cooperation contract with Tesla, the market expects that the company's operations will gradually improve by the end of the year. The pressure caused by high investment and low energy...
Samsung Electronics OEM business has shown signing an AI chip cooperation contract with Tesla, the market expects that the company's operations will gradually improve by the end of the year. The pressure caused by high investment and low energy utilization in the past few quarters is gradually being solved by order reflux.
According to reports from "Chaofeng Biz", Samsung's OEM production line utilization rate has rebounded significantly, and the crop rate of mature production lines such as 4 nanometers, 5 nanometers and 8 nanometers has exceeded 50%. The demand mainly comes from Nintendo orders, the development of next-generation HBM4 with 4-nanometer base grains, and the cryptocurrency mining ASIC chip project of the system LSI department and Chinese customers, bringing the production line to restore power.
The contract for AI6 chips with Tesla with a contract of US$16.5 billion will not only be paid in the short term, but will also help enhance the market's confidence in its advanced process capabilities. The company is also keen to win potential 2nm orders such as NVIDIA and Qualcomm, hoping to expand the market share of high-level processes.
Although there is little possibility of surpassing Taiwan's electricity in the short term, Samsung's current strategy focuses on solving its own technology and yield problems, gradually reducing financial constraints, and continuously improving the overall competitiveness of OEM business through mature processes, strategic cooperation and advanced stage development.
Samsung Foundry Expected to Witness Strong Growth Toward Year-End, Catalyzed by the Massive Tesla Deal, as the Firm Sees a Significant Rise in Operating Rates
