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The Samsung flag departs near the company office in Seoul, South Korea, February 5, 2024.
Chung Sung-Jun | Getty Images | Gets the image
Samsung Electronics He signed a $ 16.5 billion contract for the supply of a large company, which showed a South Korean firm on Monday. Later, Tesla CEO Elon Musk confirmed that Samsung would make chips for Tesla.
The Macca memory, which did not name the counterparty, mentioned in its submission, that the effective date of the contract was on July 26, 2024 – receiving the orders – and the date of its end was December 31, 2033.
Samsung refused to comment on the details on the counterparty.
However Mus confirmed The fact that Tesla was a counterparty in response to its social media X platform, which was later removed.
He later published: “The new Texas FAB” Samsung “will be dedicated to the creation of the next generation AI6 chip. The strategic value of this is difficult to overestimate. Currently, Samsung is doing AI4.tsmc to do AI5, which has just finished design, originally in Taiwan and then Arizona.”
Earlier, Samsung stated that the details of the transaction, including the name of the counterparty, would not be revealed until the end of 2033, citing a second batch request to defend commercial secrets, translating Google in Korean.
“Since the main content of the contract has not been disclosed from the need to maintain business privacy, investors are advised to invest carefully, given the possibility of changing or termination of the contract,” the company said. His shares increased by almost 3%at the beginning of the trading.
Tesla was a probable customer, Ray van, semiconductor scientific director, supply chain and new technologies in Futurum Group, CNBC told before Post Musk’s Post.
Previously, Bloomberg News reported that the Samsung deal was with Tesla, citing the source.
Samsung’s foundry service produces chips based on designs provided by other companies. This is the second largest foam service supplier worldwide, behind Taiwanese semiconductor company.
Campaign – said in April The fact that it was aimed at making its false business start the mass production of its next -generation nanometer and provide basic orders for an advanced product. In semiconductor technology, smaller nanometer sizes mean more compact transistor designs, leading to greater processing and efficiency.
Samsung, which should make a profit on Thursday, waiting Its profit in the second quarter is more than twice. Earlier analyst said CNBC that a disappointing prognosis was associated with weak orders for its false business, and since the company fought for maintaining demand for AI for its memory.
The company is behind the competitors SK HYNIX and Micron In memory chips with high bandwidth-solved memory type used in AI chips.
Sk Hynix, leader HBM, became the main supplier of these American Ai Behemoth chips Nvidia. While Samsung is justify Worked to get the latest version of his hbm chips, Certified Nvidia, Report with Local outlet It believes that these plans were made at least in September.
