Samsung Electronics and Tesla, a major US electric vehicle manufacturer, reached a chip foundry agreement worth US$16.5 billion. Market insiders believe that for NT$1,000, the proportion of the capital revenue of all major customers is not high, so...
Samsung Electronics and Tesla, a major US electric vehicle manufacturer, reached a chip foundry agreement worth US$16.5 billion. Market insiders believe that for NT$1,000, the proportion of the capital revenue of all major customers is not high, so it is certainly not easy to rank the production capacity, but for Samsung, the crystal foundry is still unscrupulous, and this order is timely rain.
Samsung and Tesla signed a USD 16.5 billion chip foundry contract, which was equivalent to Samsung's 2024 acquisition of 7.6%. The contract will take effect on July 24 and will be valid until December 31, 2033. According to the analysis of the content, market insiders said that the contract period is about eight and a half years, and the average annual commitment to Samsung is less than US$2 billion (about NT$5.89 billion), which is not much compared with Taiwan's electrician host and customer.
Taiwan's financial report in 2024, total revenue reached 289.43 billion yuan, an increase of 33.89% year-on-year. The largest customer "A" contributions continued to increase, with a total revenue of RMB 546.6 billion in 2023 and a 60 billion yuan treasury of RMB 624.3 billion in 2024, an increase of RMB 77.7 billion, an increase of approximately 14.2%. The second largest customer, "B", received a contribution of RMB 35.22 billion, accounting for 12%.
Taiwan Electric does not disclose its customer names according to the law. The legal person speculated that "A" is Apple. The second largest customer should come from the United States. The top ten conductive manufacturers NVIDIA, Qualcomm, Broadcom and Ultramicro (AMD) are all possible.
Tesla has much less investment than Taiwan's large-scale customers and is not easy to get production capacity, but Samsung's situation is different. Although Samsung is the world's second largest crystalline foundry manufacturer, TrendForce data shows that the global market share in the first quarter of 2025 was 7.7%, which is only the number of 67.6% of Taiwan Power Corporation. According to Korean media reports, Samsung crystal OEM will win 2.5 Mn in one quarter, and Tesla orders are the highest order for Samsung and a single customer, which may save the crystal OEM business that has been damaged by Gross Korean OEM every quarter.
Former foreign-renowned analyst Lu Xingzhi also said that Tesla now sells less than 2 million Taiwan electric vehicles a year, and AI4 is less than 4 million yuan. The vehicle chip orders have a small calculation capacity for Taiwan's battery, but with the personality of Mask's paintings (there will be a few million Taiwan robots in the future) It will definitely ask for Taiwan's electricity, and the big customers will recognize it if Apple is, but Mask will kick the iron plate; when it turns to Samsung, it will be a god, and the red carpet will welcome you, so Samsung of course uses its own way to solve the data and take this order.
