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Samsung profit tumbles

Samsung profit tumbles as it struggles to catch up in the AI chip race

Just a few years ago, Samsung Electronics stood as a leading force in the global semiconductor race, dominating one chip sector and eyeing Taiwan’s TSMC in the battle for supremacy in another.

Bloomberg on MSN · 1d

Samsung’s Chip Profit Tumbles While Investors Seek Bottom

Samsung Electronics Co.’s chip unit plunged a far bigger-than-expected 94% in the June quarter, reflecting the depth of a slump that’s plaguing the world’s largest memory chipmaker.

Reuters · 1d

Samsung predicts gradual second-half recovery after Q2 chip profits plunge 94%

Samsung Electronics forecast a gradual second-half recovery for its chips business after second-quarter operating profit at the division plunged 94% from a year earlier due to shipment delays and U.S.

Tesla’s Samsung order shift unlikely to hurt TSMC: Morgan Stanley

Tesla’s decision to shift some semiconductor orders to Samsung (KS:005930) starting in 2027 is unlikely to have a major impact on TSMC’s earnings or valuation, according to Morgan Stanley.

NextBigFuture2d

Samsung Versus TSMC Versus Intel

TSMC 3nm process node is the best FinFET technology and TSMC dominates semiconductor chip fabrication with higher transistor ...

4don MSN

Tesla-Samsung $16.5 billion supply deal may spur chipmaker's US contract business

July 28 (Reuters) - Tesla (TSLA.O) has signed a $16.5 billion deal to source chips from Samsung Electronics (005930.KS), a ...

TweakTown10d

Samsung preps for 3-4 year long-term competition with TSMC on its next-gen 2nm process node

Samsung is focusing on substance over speed for its next-gen 2nm process, 'preparing for a 3-4 year long-term competition ...

NextBigFuture1d

Samsung Megadeal Lets Tesla AI6 Chip Compete Equally Against Nvidia

Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025.

Tesla switches from Samsung to TSMC back to Samsung

Samsung's chip division has finally received another major order. Tesla is having the AI6 processor manufactured there.

DATAQUEST3d

Samsung to produce Tesla’s AI6 chips, escalating 2nm race with TSMC

Samsung and Tesla had been in talks over the partnership for some time, and the recent formal agreement signals early ...

Hosted on MSN2mon

TSMC Is Google’s Go-To Chipmaker For Years To Come – Samsung’s Out

Google is committing to TSMC as its go-to chipmaker for years to come, Samsung’s out of the picture Based on a report by DigiTimes, Google will continue its Tensor partnership with TSMC for 3-5 ...

GizChina8mon

Samsung is partnering with TSMC to improve Exynos chips

Here, Samsung faces challenges, especially with its 3 nm process technology. Reports show Samsung’s current yield rate is below 20%. In contrast, TSMC achieves over 80%, nearing 90%.

Wall Street Journal2y

Samsung, TSMC Win Exemption From New U.S. Chip Restrictions on China

Samsung Electronics Co. 005930 0.51% has been granted a one-year exemption from new U.S. curbs on China’s chip industry, according to people familiar with the matter, joining a list of ...

Hosted on MSN1y

Sorry Samsung, Google could use TSMC for the Pixel 10

Samsung is also working on 3nm technology, but the company’s yield rates sit between 10% and 20% lower than those of TSMC. When fabricating chips, there’s a chance that a number of them fail.

22h

Samsung says tariff agreement reduces uncertainty, expects boost from Tesla deal

Samsung Electronics said a trade deal between South Korea and Washington will help to alleviate business uncertainty, as the ...

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