CNN Top News|埃隆·马斯克表示,特斯拉与三星已签署一项价值165亿美元的芯片合作协议

Tesla CEO Elon Musk said the U.S. automaker had signed a $16.5 billion deal to source chips from Samsung Electronics, a move expected to bolster the South Korean tech giants loss-making contract manufacturing business.

Samsungs shares jumped as much as 6.8% to their highest since September last year after news of the deal. Tesla shares were up 1.9% in U.S. premarket trading.

Musk said Samsungs new chip factory in Taylor, Texas will make Teslas next-generation AI6 chip, potentially re-energizing the project that has faced long delays amid Samsungs difficulties in retaining and attracting major clients.

Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency. This is a critical point, as I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house, Musk said in a post on X on Monday.

The $16.5B number is just the bare minimum. Actual output is likely to be several times higher, he said in another post.

According to a senior analyst at NH Investment & Securities, Ryu Young-ho, Samsungs Taylor fab so far had virtually no customers, so this order is quite meaningful.

In October, Reuters reported that Samsung had postponed taking deliveries of ASML chipmaking equipment for its Texas factory as it had not yet won any major customers for the project. It has already delayed the plants operational start to 2026.

While no timeline was provided for AI6 chip production, Musk has previously said that next-generation AI5 chips will be produced at the end of 2026, suggesting AI6 would follow.

Lee Dong-ju, an analyst at SK Securities, expects production in 2027 or 2028, but Tesla has a history of missing its targets.

Samsung currently makes Teslas AI4 chips, which power its Full Self-Driving driver assistant system, while TSMC is slated to make the AI5, initially in Taiwan and then Arizona, Musk has said.

Samsung, the worlds top memory chip maker, also produces logic chips designed by customers through its foundry business. The Texas project is central to Samsung Chairman Jay Y. Lees strategy to expand beyond its bread-and-butter memory chips into contract chip manufacturing.

It holds just 8% of the global foundry market, far behind industry leader TSMC, which has a 67% share, data from market researcher Trendforce show.

Samsung had earlier announced the $16.5 billion chip supply deal without naming the client, saying the customer had requested confidentiality about the details of the deal, which will run through the end of 2033.

Three sources briefed about the matter told Reuters that Tesla was the customer for the deal.

The deal with Tesla comes as Samsung, which is due to report its earnings on Thursday, faces mounting pressure in the race to produce artificial intelligence chips, where it trails rivals such as TSMC and SK Hynix. This lag has weighed heavily on its profit and share price.

Earlier this month, Samsung projected a 56% drop in second-quarter operating profit, partly due to widening losses of its foundry business.

Pak Yuak, an analyst at Kiwoom Securities, said the deal would help reduce losses at Samsungs foundry business, which he estimates exceeded 5 trillion won ($3.6 billion) in the first half of the year.

Analysts say Samsung has struggled to retain key clients, with many defecting to TSMC for advanced chips, underscoring technological challenges the firm faces in the race to stay relevant in the capital intensive business.

TSMC counts Apple, Nvidia and Qualcomm among its customers.

It is not clear whether the Samsung-Tesla deal is related to ongoing trade talks between South Korea and the United States. Seoul is seeking U.S. partnerships in chips and shipbuilding amid last-ditch efforts to reach a trade deal to eliminate or reduce potential 25% U.S. tariffs .

特斯拉首席执行官埃隆·马斯克表示,这家美国汽车制造商已与三星电子签署了一份价值165亿美元的芯片采购协议,此举有望提振这家韩国科技巨头亏损的合同制造业务。

受交易消息提振,三星电子股价一度飙升6.8%,创下去年9月以来的最高水平。特斯拉股价在美国盘前交易中上涨1.9%。

马斯克表示,三星集团在美国得克萨斯州泰勒市新建的芯片工厂将为特斯拉生产下一代AI6芯片,此举可能为该项目注入新活力。此前由于三星在留住和吸引大客户方面遇到困难,该项目已遭遇长期延误。

马斯克周一在X平台上发文称:“三星已同意让特斯拉协助其最大化生产效率。这一点至关重要,我将亲自参与其中以加快进度。而且该工厂位置便利,离我家不远。”

他在另一篇帖子中表示:“165亿美元这个数字只是最低限度。实际产出可能会高出好几倍。”

NH投资证券高级分析师柳永浩(Ryu Young-ho)表示,三星泰勒工厂“此前几乎没有客户,因此这笔订单意义重大”。

路透社10月报道称,由于尚未为该工厂项目争取到主要客户,三星电子已推迟接收荷兰阿斯麦(ASML)的芯片制造设备。该工厂位于得克萨斯州,其投产时间此前已推迟至2026年。

虽然AI6芯片的生产时间尚未公布,但马斯克此前曾表示,下一代AI5芯片将于2026年底投产,这意味着AI6芯片可能会紧随其后。

SK证券分析师李东柱(音)预计量产时间为2027或2028年,但特斯拉历来有未能达成目标的前例。

马斯克表示,三星目前为特斯拉生产AI4芯片,该芯片为其全自动驾驶辅助系统提供算力支持;而台积电则计划生产下一代AI5芯片,初期在台湾制造,随后转至美国亚利桑那州工厂。

全球领先的内存芯片制造商三星还通过其代工业务生产客户设计的逻辑芯片。得克萨斯州项目是三星集团会长李在镕战略布局的核心,旨在超越其核心内存芯片业务,进军合同芯片制造领域。

市场研究机构Trendforce数据显示,该公司仅占据全球晶圆代工市场8%的份额,远低于行业龙头台积电(TSMC)67%的市场占有率。

三星早前宣布了一项价值165亿美元的芯片供应协议,但未透露客户名称。该公司表示,客户要求对协议细节保密,该协议将持续至2033年底。

三位知情人士向路透社透露,特斯拉是该交易的客户。

与特斯拉达成合作之际,三星正面临人工智能芯片生产竞赛中的巨大压力。该公司目前落后于台积电和SK海力士等竞争对手,这种滞后严重拖累了其利润和股价。三星将于周四公布财报。

本月早些时候,三星电子预计其第二季度营业利润将下滑56%,部分原因是其芯片代工业务的亏损持续扩大。

韩国Kiwoom证券分析师朴有旭(音译)表示,这笔交易将有助于减少三星晶圆代工业务的亏损。据他估计,该业务今年上半年的亏损已超过5万亿韩元(约合36亿美元)。

分析师指出,三星电子难以留住关键客户,许多客户转而选择台积电以获取先进芯片,这凸显了该公司在资本密集型行业中保持竞争力所面临的技术挑战。

台积电(TSMC)的客户包括**苹果**、**英伟达**和**高通**等公司。

目前尚不清楚三星与特斯拉的协议是否与韩美两国正在进行的贸易谈判有关。韩国政府正努力在芯片和造船领域寻求与美国合作,同时为达成一项贸易协议做最后努力,以消除或降低美国可能加征的25%关税。

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