Rumor: Is TSMC losing orders to Samsung? AMD CEO Lisa Su visited Samsung to discuss 2nm AI chip production in addition to HBM memory chip supply, media report, while Tesla last year announced a $16.5B deal with Samsung to produce its AI6 chip in Taylor, Texas, starting in the 2nd half of 2027. $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Tesla(TSLA.US) #Samsung #semiconductor #semiconductors
Source: Dan Nystedt
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