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Monday 25 August 2025
Research Insight: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Thursday 21 August 2025
Samsung's Lee Jae-yong hints at 2026 chip comeback after US visit
Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea this week after more than two weeks in the US, telling reporters at the airport he was "ready for 2026."...
Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...
Monday 11 August 2025
GlobalWafers secures US$200M grant from US CHIPS Act amid Trump-era review
According to Reuters, Taiwan-based Sino-American Silicon Products (SAS) said on August 8 that its subsidiary GlobalWafers received just over US$200 million in June under...
Friday 8 August 2025
Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion
Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...
Thursday 7 August 2025
Trump chip tariff sends South Korean chip giants scrambling
US President Donald Trump's declaration of 100% tariffs on all chip imports has sent shockwaves through South Korean semiconductor firms Samsung Electronics Co. and SK Hynix Inc.
Thursday 7 August 2025
Apple taps Samsung's Austin fab for next-gen chip tech, possibly for CIS
Apple announced a collaboration with Samsung's Austin-based wafer foundry to develop a new chip technology, though Samsung declined to comment.
Thursday 7 August 2025
Apple pledges US$100B to expand US silicon ecosystem as Trump announces 100% tariff on chip imports
Apple has pledged an additional US$100 billion to bolster US chip manufacturing, rare earth supply, and its domestic supply chain, as former President Trump announced a 100% tariff...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...