Assuming Tesla backlog of $16.5B+ for Samsung Foundry starts in 2028 (post SF2A availability in '27), that would be $2.75B per year through 2033. Intel too, in fact had, an undisclosed large prepayment for 18A in 3Q23 and even claimed 5 external customers in 2024. But now talking about very little 18A external revenue in the 1st wave. Backlog can be cancelled as customer plans change. Cannot read much into it. Some foundries like GlobalFoundries maintain tight non-cancellable long-term agreements. That's a different case.
Source: Sravan Kundojjala
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