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Ambarella sees no issue with Samsung Foundry's 2nm/5nm capacity. AMBA has been a loyal foundry customer to Samsung for 18 years. Its 2nm SoC taped out and will be in production in less than a year.
Source: Sravan Kundojjala
$Ambarella(AMBA.US) Slim Double Beat
Adj EPS: $0.11 vs $0.10 estREV: $100.357M vs $100.139M est🟥 -4.53%American chip designer Ambarella $Ambarella(AMBA.US) is on it's hottest streak in nearly a decade, logging 7 consecutive green weeks and now on the verge of a log-scale breakout.
Picked up $Ambarella(AMBA.US) r/g vs LOD. Claude went into ramble mode on this one. NFA
Ambarella, a maker of auto and IoT chips, sees limited room for dual sourcing in leading edge (LE). Currently only 2-3 companies dual source in LE as tape-out costs could run up to $10s millions. Alternatively, AMBA sees its foundry provider Samsung's capacity in US and Korea as a geopolitical hedge. Taylor fab could offer 2nd location outside Korea for LE clients.
Source: Sravan Kundojjala
