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Item 1 of 2 A Tesla Cybercab is displayed at the Los Angeles Auto Show, in Los Angeles, California, U.S., November 21, 2024. REUTERS\/David Swanson\/File Photo<\/p><\/div>\n
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[1\/2]<\/b>A Tesla Cybercab is displayed at the Los Angeles Auto Show, in Los Angeles, California, U.S., November 21, 2024. REUTERS\/David Swanson\/File Photo\u00a0Purchase Licensing\u00a0Rights<\/span>, opens new tab<\/a><\/div>\n
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According to a senior analyst at NH Investment & Securities, Ryu Young-ho, Samsung’s Taylor factory “so far had virtually no customers, so this order is quite meaningful,” although the deal may represent a small portion of its logic chip revenue annually.<\/div>\n<\/div>\n
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In October, Reuters\u00a0reported<\/a>\u00a0that Samsung had postponed taking deliveries of ASML\u00a0(ASML.AS), opens new tab<\/a>\u00a0chipmaking equipment for its Texas factory as it had not yet won any major customers for the project. It has already delayed the plant’s operational start to 2026.<\/div>\nPRODUCTION TIMELINE<\/h2>\n
PRODUCTION TIMELINE<\/h2>\nWhile no timeline was provided for AI6 chip production, Musk has previously said that next-generation AI5 chips will be produced at the end of 2026, suggesting AI6 would follow. Musk confirmed during Tesla’s earnings call last week that AI5 chips would enter “buying production” by the end of next year.<\/div>\n<\/div>\nLee Dong-ju, an analyst at SK Securities, expects production in 2027 or 2028, but Tesla has a history of missing its targets.<\/div>\nSamsung currently makes Tesla’s AI4 chips, which power its Full Self-Driving (FSD) driver assistant system, while TSMC is slated to make the AI5, initially in Taiwan and then Arizona, Musk has said.<\/div>\nSamsung, the world’s top memory chip maker, also produces logic chips designed by customers through its foundry business. The Texas project is central to Samsung Chairman Jay Y. Lee’s strategy to expand beyond its bread-and-butter memory chips into contract chip manufacturing.<\/div>\nIt holds just 8% of the global foundry market, far behind TSMC, which has a 67% share, data from market researcher Trendforce show.<\/div>\nPak Yuak, an analyst at Kiwoom Securities, said the deal would help reduce losses at Samsung’s foundry business, which he estimates exceeded 5 trillion won ($3.6 billion) in the first half of the year.<\/div>\n($1 = 1,378.7000 won)<\/div>\n\nReporting by Heekyong Yang and Hyunjoo Jin, Wen-Yee Lee, Jack Kim, Akash Sriram and Chris Kirkham; Additional reporting by Jihoon Lee; Editing by Ed Davies, Himani Sarkar, Emelia Sithole-Matarise and David Gregorio<\/p>\n
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Lee Dong-ju, an analyst at SK Securities, expects production in 2027 or 2028, but Tesla has a history of missing its targets.<\/div>\n
Samsung currently makes Tesla’s AI4 chips, which power its Full Self-Driving (FSD) driver assistant system, while TSMC is slated to make the AI5, initially in Taiwan and then Arizona, Musk has said.<\/div>\n
Samsung, the world’s top memory chip maker, also produces logic chips designed by customers through its foundry business. The Texas project is central to Samsung Chairman Jay Y. Lee’s strategy to expand beyond its bread-and-butter memory chips into contract chip manufacturing.<\/div>\n
It holds just 8% of the global foundry market, far behind TSMC, which has a 67% share, data from market researcher Trendforce show.<\/div>\n
Pak Yuak, an analyst at Kiwoom Securities, said the deal would help reduce losses at Samsung’s foundry business, which he estimates exceeded 5 trillion won ($3.6 billion) in the first half of the year.<\/div>\n
($1 = 1,378.7000 won)<\/div>\n
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Reporting by Heekyong Yang and Hyunjoo Jin, Wen-Yee Lee, Jack Kim, Akash Sriram and Chris Kirkham; Additional reporting by Jihoon Lee; Editing by Ed Davies, Himani Sarkar, Emelia Sithole-Matarise and David Gregorio<\/p>\n